【LHI 6633 交流专区】

Tony-Pua

集资12.7亿．龙合或明年重新上市
http://www.sinchew.com.my/node/1688418/

（吉隆坡4日讯）2012年从大马交易所除牌的本地家畜集团龙合国际（Leong Hup），计划最快明年重新上市，从中集资多达3亿美元（12亿7000万令吉）。

《彭博社》引述消息人士表示，由Affinity股权伙伴公司支持的龙合国际，正约见银行家以安排上市事宜。

上市地点未敲定有关消息人士透露，龙合可能在大马上市，惟最终上市地点仍未敲定。同时上市计划仍在初步阶段，献售详情到时可能会改变。

该公司1990年上市，2012年私有化除牌。

今年2月，《星报》曾报道，龙合国际可能在大马或其他交易所上市，为扩展、收购及研发活动筹资。

2年前，有报道指新加坡私募基金Affinity股票伙伴公司收购了23%龙合国际股权，并将该公司估值为6亿美元。

龙合国际目前控制潮成资本（TEOSENG,7252,主板消费品组）和印尼家禽上市公司PT MalindoFeedmill。

文章来源：
星洲日报‧财经·2017.10.05

icy97

icy97

icy97

Company/Fund Name	Adviser	Nature of Transaction	Last Date of Exposure	Exposure Period (working days)	Notes
Leong Hup International Berhad	Maybank Investment Bank Berhad	IPO	5 November 2018	15	2

公司官网：http://www.leonghupinternational.com/

icy97

龙合积极拓展越南市场．下月开设第四家饲料厂
http://www.sinchew.com.my/node/1814982/

icy97

产品本土化‧龙合国际越精彩
http://www.sinchew.com.my/node/1824779/

Tony-Pua

icy97 发表于 8-1-2019 03:32 AM
产品本土化‧龙合国际越精彩
http://www.sinchew.com.my/node/1824779/

5月16重返马股·龙合放眼双位数成长

龙合国际发招股书，董事同仁放眼业务蒸蒸日上。左七为集团董事经理丹斯里刘团源和主席刘正源（右六）。其他董事包括执行董事朱悦金（左起）、资深执行董事刘汉棋、独立非执行董事拿汀巴都加拉兹达、非独立执行董事林尤丰、非独立执行董事刘裕鸿、非独立执行董事刘裕汉、马银行金英首席执行员阿美茉莉、执行董事郑东保、刘裕杰等人。

（吉隆坡25日讯）龙合国际（LHI）将在5月16日强势回归马股主板，将筹集不超过12亿令吉扩展东盟市场，目前在马、新、印尼、菲律宾和越南营运的扎实基础继续双位数增长，近期将扩展业务至柬埔寨。

马股10年最大IPO案

龙合国际集团董事经理丹斯里刘团源表示，龙合国际这回重新在马股上市，可说是大马股市自2017年最大上市案之一。

他在致词时说，在马上市是回归根本，因而很自然的选择马股作为上市地点。

他表示，大马是生于斯、长于斯的地方，集团同仁热爱大马，并对大马有信心，因而在马上市。

询及马股目前低迷，为何选择在此时，他表示，所涉及的业务如鸡肉、鸡蛋等家禽产品，是日常所需，大马与东盟5亿多人口的需求每日增长中，目前正是恰当时候，以放眼长远增长。

他在推展招股书仪式后对记者说，大马人均消耗50公斤鸡肉，而在印尼与菲律宾市场只有15公斤，仍存有很大的成长空间，因而在营收与息税前盈利过往双位数增长基础上，未来再继续以此幅度增长。

将定30%派息政策

在这样的增长基础上，该集团将定30%派息政策，以30%净利派股息回馈股东。

龙合国际集团是东盟最大综合家禽、蛋乃至牲畜饲料的生产商，基于各国首席执行员全情投入与同仁配合，2017年起崛起为最大综合家禽生产商，也是印尼与越南的3大家禽生产商之一，总鶵鸡生产达4亿9560万只、17亿蛋类和约2000万公吨饲料。

他说，未来，该集团将继续巩固马新领导地位，驱动效率和改善程序或增产能，将增大马肉鸡场使用进而控制素质和增进效益，未来把此模式至复制至到印尼与越南。

“为增进茁长中市场之规模与效益，计划增加越南与菲律宾上游业务产能，增设施的同时也投资于程序、科技与人力资源，下游业务则专注创新行销下游加值产品，以因应客户不断增加之选择，进而成为附加成长动力。”

公开售股筹资2.75亿

该集团将在马、越与菲国扩展，所筹集的2亿7500万资金有2亿零70万令吉作为资本开销，每年也将动用约4亿5000万令吉内部资金或融资作为资本开销。

有关资本开销分配为大马4070万、越南4703万、菲律宾1亿2000万令吉，24个月使用。

该集团将在大马建32间肉鸡场，预期2020年末季完成，也将在越南、印尼与菲律宾扩展饲料业务和牲畜饲养场。

龙合国际2015至2017财政年营收与净利分别以8.0%与22.1%复合增长；2018年10月杪截止营收增26.2%至47亿，净利增长10.5%至2亿1980万令吉。

龙合国际将发9亿3750万普通股，其中6亿8750万令吉为大股东献售股票，另2亿5000万股为新股。8亿3950万股售予大马与外国组合投资者，包括土著投资者，组合投资股价容后再定。

至于供散户、雇员与大马公众认购股达9800万股，每股发售价为1令吉10仙。

Tony-Pua

来。。。。试下运气。。。

JHY999

Tony-Pua 发表于 1-5-2019 12:17 AM
来。。。。试下运气。。。

真的要试下运气，但也不是一定会赚钱

Tony-Pua

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

1	Revenue	1,506,371	1,346,356	1,506,371	1,346,356
2	Profit/(loss) before tax	114,910	77,423	114,910	77,423
3	Profit/(loss) for the period	90,284	61,017	90,284	61,017
4	Profit/(loss) attributable to ordinary equity holders of the parent	60,581	52,681	60,581	52,681
5	Basic earnings/(loss) per share (Subunit)	1.78	1.55	1.78	1.55
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 ($$)	0.3986		0.3829

鸡蛋价量齐增‧龙合首季多赚15%

（吉隆坡13日讯）预计周四（16日）在马股主板进行今年最大型首次公开售股（IPO）计划的龙合国际（LEONG HUP），在鸡蛋平均销售价及销售量提高之下，净利跟著增加，截至2019年3月31日止首季，该公司净利起15%至6058万1000令吉，前期为5268万1000令吉。

该公司首季营业额报15亿零637万1000令吉，比前期的13亿4635万6000令吉增加11.89%。

该公司董事部透过文告表示，家禽与相关产品营业额增2.7%至8亿5965万3000令吉，营运盈利猛升25.9%至1亿1891万9000令吉，归功大马鸡蛋及与印尼肉鸡销售量及平均售价增加。

不过，该公司早前脱售Jordon国际食物公司，以致新加坡营业额减少。

该公司的饲料业务营业额增27%至6亿4362万6000令吉，营运盈利报8519万1000令吉，升36.3%，主要是来自印尼与越南销量就平均售价增加之故。

值得一提的是，该公司越南工厂在今年1月投运后，当地产量已经提高。

展望未来，董事部表示，过去多年，该公司投资了大笔资本开销，因此撇除不可预见因素，该公司乐观看待今年业绩可保持正面表现。

LIM木木

为什么这几天要上市前公布好业绩，是不是想趁利好推高股价。看看就好

Tony-Pua

LIM木木 发表于 16-5-2019 07:00 PM
为什么这几天要上市前公布好业绩，是不是想趁利好推高股价。看看就好

最大宗IPO·龙合国际一度溢价8.18%

（吉隆坡16日讯）尽管大市疲弱，但近两年来最大宗首次公开售股的龙合国际(LHI,6633,主板消费产品服务组)仍逆流而上，盘中一度溢价9仙或8.18%。

尽管今早富时综指低开，但龙合国际上市首开价为1令吉12仙，溢价2仙，首宗交易量达2088万1500令吉。

截至休市时，该公司报1令吉12仙，溢价2仙或1.82%，并以1亿7392万零300股成交量，成为全场最热门股。

该公司首席执行员丹斯里刘团源在上市鸣锣仪式后指出，尽管他们并没有采取绑定期，但相信其基石投资者会与公司同在，并共同见证成长。

龙合国际核心业务为家禽业，是继乐天大腾(LCTITAN,5284,主板工业产品服务组)之后，近2年以来最大宗的首次公开售股，并获得超额认购3.64倍。

此外，该公司也宣布其30%的股息政策。

雷克斯R

结果闭市1.10

lihlihkoo

这鸡有问题

icy97

Name	CLARINDEN INVESTMENTS PTE LTD .
Address	8 Temasek Boulevard #28-03 Suntec Tower Three 038988 Singapore.
Company No.	201226966W
Nationality/Country of incorporation	Singapore
Descriptions (Class)	Ordinary Shares

Details of changes

No	Date of change	No of securities	Type of Transaction	Nature of Interest
1	15 May 2019	290,637,500	Others	Direct Interest
	Name of registered holder	Clarinden Investments Pte Ltd
	Address of registered holder	8 Temasek Boulevard, #28-03 Suntec Tower Three, 038988 Singapore
	Description of "Others" Type of Transaction	Refer to remarks

Circumstances by reason of which change has occurred	Exercised Offer for Sale and Over-Allotment Option
Nature of interest	Direct Interest
Direct (units)	290,637,500
Direct (%)	7.963
Indirect/deemed interest (units)	0
Indirect/deemed interest (%)	0
Total no of securities after change	290,637,500
Date of notice	15 May 2019
Date notice received by Listed Issuer	17 May 2019

Name	LAU JOO HAN
Nationality/Country of incorporation	Malaysia
Descriptions (Class)	Ordinary Shares

Details of changes

No	Date of change	No of securities	Type of Transaction	Nature of Interest
1	15 May 2019	1,927,201,000	Others	Indirect Interest
	Name of registered holder	Emerging Glory Sdn Bhd
	Address of registered holder	Lot 2.08, 2nd Floor, Wisma Westcourt, 126, Jalan Kelang Lama, 58000 Kuala Lumpur
	Description of "Others" Type of Transaction	Refer to remarks
2	15 May 2019	68,975,600	Others	Direct Interest
	Name of registered holder	Lau Joo Han
	Address of registered holder	No. 31, Jalan TR 8/3, Tropicana Golf & Country Resort, 47410 Petaling Jaya, Selangor
	Description of "Others" Type of Transaction	Refer to remarks

Circumstances by reason of which change has occurred	Exercised Offer for Sale and Over-Allotment Option
Nature of interest	Direct and Indirect Interest
Direct (units)	68,975,600
Direct (%)	1.89
Indirect/deemed interest (units)	1,927,201,000
Indirect/deemed interest (%)	52.8
Total no of securities after change	1,996,176,600
Date of notice	15 May 2019
Date notice received by Listed Issuer	17 May 2019

icy97

LEONG HUP INTERNATIONAL BERHAD

Particulars of substantial Securities Holder

Name	CLARINDEN INVESTMENTS PTE LTD
Address	8 Temasek Boulevard #28-03 Suntec Tower Three 038988 Singapore.
Company No.	201226966W
Nationality/Country of incorporation	Singapore
Descriptions (Class)	Ordinary Shares

Details of changes

No	Date of change	No of securities	Type of Transaction	Nature of Interest
1	21 Jun 2019	38,260,800	Others	Direct Interest
	Name of registered holder	Clarinden Investments Pte Ltd
	Address of registered holder	8 Temasek Boulevard #28-03 Suntec Tower Three Singapore 038988
	Description of "Others" Type of Transaction	Return of Shares

Circumstances by reason of which change has occurred	Return of shares purchased under the price stabilisation action ("Return of Shares")
Nature of interest	Direct Interest
Direct (units)	328,898,300
Direct (%)	9.011
Indirect/deemed interest (units)	0
Indirect/deemed interest (%)	0
Total no of securities after change	328,898,300
Date of notice	24 Jun 2019
Date notice received by Listed Issuer	24 Jun 2019

icy97

大部分产品跌价‧龙合示警次季淨利将大减
https://www.sinchew.com.my/content/content_2098003.html

（吉隆坡9日讯）龙合国际（LHI,6633,主板消费产品服务组）发布第二季盈利指引和短期展望，虽然销售继续增长，但由于大部份产品的平均售价大跌，第二季税后盈利将大幅降低。

龙合国际在文告中表示，截至6月30日止第二季，该集团销售的大部份产品（尤其是在大马），平均售价显着降低。

该集团在大马的日龄雏鸡（DOC）第二季平均售价为每只1令吉21仙，比去年同季的1令吉97仙下跌38.6%。第二季雏鸡价最低跌至90仙，相比去年同期最低为1令吉60仙。

肉鸡平均售价下跌15%第二季在大马的肉鸡平均售价每公斤3令吉99仙，比去年同季的4令吉68仙下跌14.7%。最低曾跌至2令吉60仙，前期最低3令吉90仙。

龙合国际执行董事兼集团首席执行员丹斯里刘团源表示，尽管第二季售价降低，但销售量仍成长。该行业向来价格大幅波动，尤其是在大马，雏鸡价在6月17日跌至90仙和肉鸡价在4月29日跌至每公斤2令吉60仙，将影响赚幅和盈利。

不过，截至8月5日，雏鸡和肉鸡市价各为2令吉和每公斤5令吉。

该集团整体销售量增长，其中第二季牲畜饲料总销量增加13.9%至58万3665公吨、雏鸡总销量增长8.1%至1亿2300万只，以及肉鸡总销量增长10.7%至3100万只。

鸡蛋总销售增加5.9%，达到4亿3000万个。

尽管销量增长，但售价大跌，将影响盈利。

刘团源表示，“我们预料主要产品的销售继续增长，将继续在5个营运市场执行计划和策略。相信作为全面综合家畜业者和具地缘多元化优势，加上严控成本政策，将可取得长期成长。”


文章来源 ： 星洲日报 2019-08-10

Type	Announcement
Subject	OTHERS
Description	LEONG HUP INTERNATIONAL BERHAD ("LHI" OR "COMPANY") - PROFIT GUIDANCE, 2nd QUARTERLY FINANCIAL PERFORMANCE FOR 2019 AND SHORT-TERM OUTLOOK
Pursuant to Paragraphs 9.03 and 9.08 of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, LHI wishes to provide an update on certain preliminary operating data for the fiscal period up to 30 June 2019, i.e. 2nd quarter of 2019 (“2Q2019”). As disclosed in LHI’s Prospectus dated 25 April 2019, a number of factors affect the Company’s financial condition and results of operations which include, among others, the selling prices of LHI’s products sold on the open market. The Company wishes to inform its shareholders and potential investors that based on the preliminary review of the unaudited financial results of the Company and its subsidiaries (“Group”) for the financial period ended 30 June 2019, the Company expects the Group to record significantly lower profits after taxation for the 2Q2019 in comparison with the 2nd quarter of 2018 (“2Q2018”) due to a significant decline in the average selling prices (“ASP”) in most of the products sold by the Group, particularly in Malaysia, as follows: The ASP of the Group’s broiler day-old-chicks (“DOC”) in Malaysia in 2Q2019 was RM1.21 per DOC, representing a decline of 38.6% from RM1.97 per DOC in 2Q2018. The selling price of the Group’s broiler DOC in Malaysia declined to as low as RM0.90 per DOC in 2Q2019. In comparison, the lowest selling price of the Group’s broiler DOC in 2Q2018 was RM1.60 per DOC; and The ASP of the Group’s broiler chicken in Malaysia in 2Q2019 was RM3.99 per kg, representing a decline of 14.7% from RM4.68 per kg in 2Q2018. The selling price of the Group’s broiler chicken in Malaysia declined to as low as RM2.60 per kg in 2Q2019. In comparison, the lowest selling price of the Group’s broiler chicken in 2Q2018 was RM3.90 per kg. As the Group’s operating costs are relatively stable, the weaker ASP in 2Q2019 will affect the Group’s margins and profitability. As at 5 August 2019, the market prices of broiler DOC and broiler chicken are RM2.00 per DOC and RM5.00 per kg respectively. The overall sales volume of the Group’s products increased in 2Q2019 compared to 2Q2018. The total sales volume of livestock feed, broiler DOC, broiler chicken and eggs increased in 2Q2019 by 13.9%, 8.1%, 10.7% and 5.9% to 583,665 metric tonnes, 123 million broiler DOC, 31 million broiler chickens and 430 million eggs, respectively, in comparison with 2Q2018. Despite the volume growth, the Group’s profits were affected as a result of the significant decrease in the ASP. Details of the Group’s financial performance for 2Q2019 will be available when the Company announces its unaudited consolidated financial results for the financial period ended 30 June 2019. The press release by the Company dated 9 August 2019 is attached. This announcement is dated 9 August 2019.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6249425

Attachments LHI_Press Release_20190809.pdf

icy97

龙合国际-3年财测下砍
https://www.enanyang.my/news/20190813/【视频】龙合国际-3年财测下砍/

Tony-Pua

派息1.6仙‧龙合次季净赚1609万
https://www.sinchew.com.my/content/content_2108474.html

（吉隆坡29日讯）雏鸡与肉鸡价格走跌拖累，龙合国际（LHI,6633,主板消费产品服务组）截至2019年6月30日第二季，净利下跌75.5%至1608万7000令吉，拖累首半年跌35.2%至净赚7666万8000令吉。

第二季营业额起3.8%至14亿7720万7000令吉，首半年起7.73%至29亿8357万8000令吉。

该集团每股派息1.60仙或总派息5840万令吉，9月13日除权、17日享有，30日支付。

该集团文告说，次季的家禽与相关产品营收挫11.8%至8亿零366万令吉，是因一日雏鸡和肉鸡价格显著下跌；所幸饲料营收升32.6%至6亿7127万令吉抵销，饲料业务主要受印尼和越南高价量助一臂之力。

印尼贡献38.2%营收，大马25%，越南22.7%，新加坡13.0%，菲律宾占总营收的1.1%。

龙合国际执行董事兼首席执行员丹斯里刘团源表示，次季家禽业遭逢逆风，此区域业者无以幸免，所幸饲料业务抵销颓势。

他说，近年扩展大马、越南和菲国，规模效应有助长远成本优化；销量持续增长一遇价格复苏，排除不可预见因素，放眼第三季较次季会更好。


文章来源 ： 星洲日报 2019-08-30

6633    LHI    LEONG HUP INTERNATIONAL BERHAD Quarterly rpt on consolidated results for the financial period ended 30/06/2019 Quarter: 2nd Quarter Financial Year End: 31/12/2019 Report Status: Unaudited Submitted By: Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period 30/06/2019 30/06/2018 30/06/2019 30/06/2018 RM '000 RM '000 RM '000 RM '000 1 Revenue 1,477,207 1,423,095 2,983,578 2,769,451 2 Profit/Loss Before Tax 39,858 102,723 154,768 180,146 3 Profit/(loss) attributable to ordinary equity holders of the parent 16,087 65,664 76,668 118,345 4 Net Profit/Loss For The Period 26,554 74,787 116,838 135,804 5 Basic Earnings/Loss Per Shares (sen) 0.46 1.93 2.21 3.48 6 Dividend Per Share (sen) 1.60 0.00 1.60 0.00 As At End of Current Quarter As At Preceding Financial Year End 7 Net Assets Per Share (RM) 0.4542 0.3829

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LEONG HUP INTERNATIONAL BERHAD

EX-date	13 Sep 2019
Entitlement date	17 Sep 2019
Entitlement time	05:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Interim single tier dividend of 1.6 sen per ordinary share for the financial year ending 31 December 2019
Period of interest payment	to
Financial Year End	31 Dec 2019
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200 Kuala LumpurTel:0327839299Fax:0327839222
Payment date	30 Sep 2019
a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers	17 Sep 2019
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	0.016