|
发表于 22-8-2017 04:04 AM
|
显示全部楼层
索偿诉讼添变数.陈唱短期股价欠动力
(吉隆坡21日讯)陈唱摩多(TCHONG,4405,主板消费品组)遭拖欠该公司款项的长途巴士公司索偿2300万令吉。
陈唱摩多在文告中表示,旗下独资子公司陈唱工业设备公司(TCIE)之前和Konsortium Transnasional公司(KTB)及其数家相关公司达致一系列车辆租赁和服务保养协议,但被拖欠3292万令吉租金和服务款项。
在2016年7月,KTB同意支付1692万令吉现金和转移安邦地段以解决剩余的1600万令吉。
但是,债务人未准时还债,因此TCIE行使其合约下的权利收回出租车辆。债务人因此提出诉讼,阻止TCIE收回和卖出车辆、禁止脱售有关地段、将该土地价值改为5560万令吉和支付2300万令吉,高庭订于8月23日聆审。
分析
MIDF研究表示,陈唱摩多的律师相信此诉讼没有任何法律基础,将申请撤销该诉讼。
在最坏的情况下,若陈唱摩多败诉,将被索偿2300万令吉,净负债比将从54%微增至55%。
目前不确定陈唱摩多是否对被拖欠的3300万令吉或被索偿的2300万令吉作出拨备,前者相等于该公司2017年净亏损8100万令吉的41%。
MIDF对陈唱摩多保持“中和”评级,目标价1令吉90仙。该公司目前股价处于低水平,但短期催化动力不足,尤其是其盈利可见度疲弱和未推出新车款,这次诉讼的不明朗因素可能短期打击股价。
文章来源:
星洲日报‧财经‧2017.08.21 |
|
|
|
|
|
|
|
发表于 27-8-2017 04:35 AM
|
显示全部楼层
本帖最后由 icy97 于 27-8-2017 04:53 AM 编辑
陈唱摩多次季亏损扩大
2017年8月26日
(吉隆坡25日讯)需求走软,拖累陈唱摩多(TCHONG,4405,主板消费产品股)截至6月杪次季,亏损扩至2299万9000令吉;惟仍建议派息1仙。
同期营业额跌8.7%,报11亿9635万8000令吉。
累计上半年,净亏扩大至5832万1000令吉;营业额萎缩19.6%,报21亿9201万0000令吉。
陈唱摩多向交易所报备,业绩疲软归咎于市场对新车的需求走缓。
由于消费者需求低迷,拖累旗下汽车业务营业额按年挫20%至21亿5340万令吉。扣除利息、税务、折旧与摊销前盈利(EBITDA)也滑落22%至21亿5340万令吉。
市况依旧充满挑战,不利的汇率和国内激烈的竞争,均导致该公司持续面临挑战。
惟陈唱摩多表示,将继续更改销售及营销策略,以扶持销量势头,并专注于效率及营运可以创造现金的业务,以确保财务状况稳定。
另外,区域拓展计划亦仍在轨道上,该公司将通过扩展销路和优化厂房使用率,强化越南及中南半岛的立足点。【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 |
1 | Revenue | 1,196,358 | 1,310,940 | 2,192,010 | 2,726,723 | 2 | Profit/(loss) before tax | -22,713 | -11,483 | -58,256 | -48,227 | 3 | Profit/(loss) for the period | -25,997 | -15,334 | -63,457 | -53,767 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | -22,999 | -14,587 | -58,321 | -51,795 | 5 | Basic earnings/(loss) per share (Subunit) | -3.52 | -2.23 | -8.94 | -7.94 | 6 | Proposed/Declared dividend per share (Subunit) | 1.00 | 1.00 | 1.00 | 1.00 |
|
| 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 ($$) | 4.3200 | 4.4000
|
|
|
|
|
|
|
|
|
发表于 27-8-2017 04:36 AM
|
显示全部楼层
EX-date | 11 Sep 2017 | Entitlement date | 13 Sep 2017 | Entitlement time | 05:00 PM | Entitlement subject | Interim Dividend | Entitlement description | Interim Single Tier Dividend of 1 sen per share | Period of interest payment | to | Financial Year End | 31 Dec 2017 | 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 | 29 Sep 2017 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 13 Sep 2017 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit | 11 Sep 2017 | 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 | 0.01 |
|
|
|
|
|
|
|
|
发表于 5-12-2017 03:55 AM
|
显示全部楼层
本帖最后由 icy97 于 10-12-2017 06:08 AM 编辑
陈唱摩多第三季亏2309万
2017年11月29日
(吉隆坡29日讯)令吉贬值及汇兑亏损,拖累陈唱摩多(TCHONG,4405,主板消费产品股)截至9月30日第三季,净亏2308万7000令吉或每股3.54仙。
该集团上财年同季则净亏450万1000令吉,或每股0.69仙。同时,第三季营业额从13亿3158万令吉,按年跌19.4%至10亿7326万令吉。
合计首九个月,净亏扩大至8140万8000令吉或每股12.47仙,上财年同期蒙亏5629万6000令吉或每股8.63仙。
汇兑亏损难转嫁
这归咎于令吉贬值,导致陈唱摩多无法完全转嫁新车进口零件成本给消费者,这持续影响组装及销售新车的盈利赚幅。同时,以外币融资的外国公司也面对汇兑亏损。
首九个月营业额年减19.54%,报32亿6527万令吉,因汽车及产业投资营业额皆下跌。
马银行投行分析员指出:“估计日产汽车(Nissan)将因为东盟经销商面对不利汇兑,而提供一些奖掖给公司,包括陈唱摩多,所以预计该集团末季亏损将大幅收窄。”
回顾去年末季,陈唱摩多获得日产提供奖掖,促使业绩短暂转亏为盈。
分析员说,国内生产总值胜于预期,已带动令吉兑美元及日元升值,这将成为陈唱摩多的催化剂,因为该集团是以这两个货币购买进口零件。
“令吉持续走坚,将推高集团赚幅。我们预计,集团将会在未来6个月看到效应。”
首9个月销量跌31.7%
由于陈唱摩多采取管理措施,使到库存按年减少23.9%至13亿3100万令吉,而应收账项也有所改善。
联昌国际投行分析员预计,管理层将专注于减少库存水平,但为了加速这程序,可能需要牺牲盈利赚幅。
整体而言,集团预计本地汽车领域前景面对挑战,因为消费者情绪疲弱及贷款批准严谨。
首九个月日产汽车销量年跌31.7%至2万759辆,市占率也从7.1%下跌至4.8%,分析员认为这归咎于竞争激烈及缺乏新车款。
由于需求疲弱及缺乏新推车款,分析员降低销量预测,并把2017至2019财年每股净利预测,下修9%至72%。同时,维持“减持”投资评级,目标价为1.49令吉。【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 | $$'000 |
1 | Revenue | 1,073,262 | 1,331,578 | 3,265,272 | 4,058,301 | 2 | Profit/(loss) before tax | -27,146 | -6,272 | -85,402 | -54,499 | 3 | Profit/(loss) for the period | -26,700 | -4,612 | -90,157 | -58,379 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | -23,087 | -4,501 | -81,408 | -56,296 | 5 | Basic earnings/(loss) per share (Subunit) | -3.54 | -0.69 | -12.47 | -8.63 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 1.00 | 1.00 |
|
| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 4.2700 | 4.4000
|
|
|
|
|
|
|
|
|
发表于 19-12-2017 04:46 AM
|
显示全部楼层
Type | Announcement | Subject | OTHERS | Description | INCORPORATION OF A NEW SUBSIDIARY | The Board of Directors of Tan Chong Motor Holdings Berhad (“the Company”) is pleased to inform that the Group has incorporated a new wholly-owned subsidiary namely TC Commercial Insure Agency Sdn. Bhd. under the Companies Act 2016 on 12 December 2017.
TC Commercial Insure Agency Sdn. Bhd. has an issued share capital of RM2/- comprising 2 ordinary shares. Its principal activity is to carry out the insurance agency business.
The incorporation of TC Commercial Insure Agency Sdn. Bhd. has no material effect on the earnings, gearing and net assets of the Group for the financial year ending 31 December 2017.
This announcement is dated 12 December 2017. |
|
|
|
|
|
|
|
|
发表于 30-12-2017 04:55 AM
|
显示全部楼层
本帖最后由 icy97 于 3-1-2018 04:10 AM 编辑
陈兴洲妻子任陈唱摩多CEO
2018年1月3日
(吉隆坡2日讯)陈唱摩多(TCHONG,4405,主板消费产品股)总裁,拿督陈兴洲之妻拿督许瑞华,获委为集团总执行长。
陈唱摩多向马交所报备,许瑞华将从原本的职衔集团高级执行副总裁,调任为集团总执行长。
根据文告,上述委任将在今日起正式生效。许瑞华为公司服务超过40年,曾为陈唱摩多设立了财政和人力资源部门。【e南洋】
Date of change | 01 Jan 2018 | Name | DATO' KHOR SWEE WAH @ KOH BEE LENG | Age | 69 | Gender | Female | Nationality | Malaysia | Designation | Executive Director | Directorate | Executive | Type of change | Others | Description | Change in Corporate Title | Qualifications | Dato' Khor Swee Wah @ Koh Bee Leng (also known as Dato' Rosie Tan) graduated from the University of Newcastle, New South Wales, Australia with a Bachelor of Commerce (Accounting) degree in year 1970. | Working experience and occupation | Dato' Rosie Tan began her career in the Treasury Department of Tan Chong Group after her graduation in 1970 and was subsequently appointed as Deputy Managing Director of Tan Chong & Sons Motor Company Sdn Bhd on 10 January 2004. During her over 40 years stint in the Group, she managed the multi-currency exposure of the Group and introduced the use of various innovative hedging products as part of her efforts in minimizing cost for the Group; set up the Group's Treasury Department and Human Resources Division; and transformed a manual and traditional organisation into IT process driven operations.Dato' Rosie Tan was appointed to the Board as Executive Director on 22 March 2013. Her corporate title was changed to Executive Vice President on 1 January 2015 and subsequently changed to Group Senior Executive Vice President on 28 November 2016. Effective 1 January 2018, her corporate title will be changed to Group Chief Executive Officer.Dato' Rosie Tan leads an active life within and outside her profession. Over the years, she has established a name for herself in the Malaysian society for her involvement as the Honorary Treasurer (1994 - 1999) and Honorary Trustee (1999 - 2003) of the Malaysian AIDS Foundation. She is also a Trustee of the Pink Triangle Foundation, a non-profit organisation providing HIV AIDS Education to the Malaysian society. She is a corporate nominee of the Company to Kuala Lumpur Business Club, a networking, support and business development organisation for business leaders and professionals. | Family relationship with any director and/or major shareholder of the listed issuer | Spouse of Dato' Tan Heng Chew, the President and a major shareholder of Tan Chong Motor Holdings Berhad ("TCMH" or "the Company"). Dato' Tan Heng Chew is also a director and shareholder of Tan Chong Consolidated Sdn Bhd, a major shareholder of TCMH. | Any conflict of interests that he/she has with the listed issuer | Dato' Rosie Tan has abstained from deliberating and voting in respect of transactions between TCMH Group and related parties involving herself. | Details of any interest in the securities of the listed issuer or its subsidiaries | Direct interest = 11,010,090 shares (1.687%) Indirect interest = 303,597,202 shares (46.517)##Interests of spouse and children by virtue of Section 59(11)(c) of the Companies Act, 2016. |
Remarks : | Effective 1 January 2018, the corporate title of Dato' Rosie Tan in the Company will be changed from Group Senior Executive Vice President to Group Chief Executive Officer. The change in corporate title does not affect Dato' Rosie Tan's capacity as an Executive Director of the Company. |
|
|
|
|
|
|
|
|
发表于 11-1-2018 04:26 AM
|
显示全部楼层
本帖最后由 icy97 于 11-1-2018 05:50 AM 编辑
陈唱摩多获独家授权
越南组装经销金龙客车
2018年1月11日
(吉隆坡10日讯)陈唱摩多(TCHONG,4405,主板消费产品股)与厦门金龙联合汽车工业签署独家经销合约,获委任为后者的XMQ6829Y客车,在越南的独家经销商、组装和售后服务供应商。
陈唱摩多向交易所报备,上述合约是由其子公司陈唱摩多越南有限公司(简称TCMV)所签署。
TCMV的主要业务,是在越南制造与组装巴士、卡车和汽车。而金龙联合汽车工业则是中国专门设计、生产和销售各种巴士、迷你巴士和货车的公司。
根据合约,金龙联合汽车工业授权TCMV独家权利,以在越南:(一)组装金龙联合汽车工业产品;(二)推广、经销及销售完整组装的金龙联合汽车工业产品;(三)提供售后服务。
合约的初步期限是5年,若双方同意,还能进一步延长。
陈唱摩多表示,金龙联合汽车工业是知名巴士制造商,旗下拥有完整的巴士和火车系列产品,能促进TCMV在这领域的渗透率。
此外,金龙联合汽车工业也会和陈唱摩多在大马合作。
金龙联合汽车工业在越南市场有丰富经验,取得其独家经销权,能让TCMV完成向越南当局申请制造执照一事。
陈唱摩多相信,上述合约能在长期内贡献其净利。【e南洋】
Type | Announcement | Subject | OTHERS | Description | SOLE AND EXCLUSIVE RIGHTS TO DISTRIBUTE KING LONG COACH IN VIETNAM | The Board of Directors of Tan Chong Motor Holdings Berhad (“TCMH” or “the Company”) is pleased to announce that TC Motor Vietnam Co., Ltd (“TCMV”), a wholly-owned subsidiary of TCMH, has on 10 January 2018 entered into an Exclusive Distributorship Agreement (“Agreement”) with Xiamen King Long United Automotive Industry Co., Ltd (“King Long”) of No. 9, King Long Road, Jimei District, Xiamen 361023, Fujian, People’s Republic of China in respect of the appointment of TCMV (“Appointment”) as King Long’s sole and exclusive distributor, assembler and after-sales service provider (including the sale and distribution of spare parts) of King Long XMQ6829Y coach model, in both completely assembled form and in its bare chassis form (“King Long Products”), in Vietnam.
Please refer to the attached file for the full text of the announcement.
This announcement is dated 10 January 2018. | http://www.bursamalaysia.com/market/listed-companies/company-announcements/5660405
|
|
|
|
|
|
|
|
发表于 11-1-2018 06:17 AM
|
显示全部楼层
马币扬.库存降.推新车款.陈唱有望转亏为盈
(吉隆坡9日讯)三大利好因素因素加持,沉寂已久的陈唱摩多(TCHONG,4405,主板消费品组)有望今年转亏为盈,MIDF研究认为该股重新浮现价值,决定调高评级与目标价。
MIDF表示,今年该公司面对3大利好因素:一,马币走强、二,过去12个月成功降低库存、三,今年将推出新车款。
MIDF说,该公司汽车组装进口业务18至20%的成本是以美元计价。按美元近期走势来看,MIDF相信该公司今年可转亏为盈。该股将2018及2019财政年美元的汇率设定在4令吉10仙及4令吉,美元每走强1%,将对该公司64%的盈利造成影响。
陈唱摩多自2016年以来,就没有推出新车款,MIDF相信,该公司今年推出新车款后,并未能立马让该公司的市占率回升至7%至8%,但可改善该公司的盈利表现。料该公司未来2年的汽车销量可走高1.8%及2.1%。
MIDF认为该公司降低库存后,预期净负债比将从0.55倍走低至0.4倍。
MIDF预期该公司2018财政年可从前期亏损8100万令吉转为取得2100万令吉的核心净利,2019财政年的盈利预测为6100万令吉。
MIDF决定上调评级至“买进”,目标价从1令吉85仙,调高至2令吉零5仙。
文章来源:
星洲日报‧财经‧2018.01.10 |
|
|
|
|
|
|
|
发表于 12-1-2018 07:21 AM
|
显示全部楼层
本帖最后由 icy97 于 12-1-2018 07:41 AM 编辑
陈唱摩多
新合约推高越南产能
2018年1月12日
分析:丰隆投行研究
目标价:2.11令吉
最新进展
陈唱摩多(TCHONG,4405,主板消费产品股)与厦门金龙联合汽车工业签署独家经销合约,获委任为后者的XMQ6829Y客车,在越南的独家经销商、组装和售后服务供应商。
上述合约是由其子公司陈唱摩多越南有限公司(简称TCMV)所签署,主要业务是在越南制造与组装巴士、卡车和汽车。
行家建议
我们对该消息保持温和乐观,因为陈唱摩多可以通过新的金龙装配线,提高越南岘港厂房的使用率。
目前,越南岘港厂房仍蒙受亏损,因为Almera和X-Trail车款的生产量减少。
然而,我们认为新分销金龙车款不会带来庞大销量贡献,因此,净利贡献微薄,短期内不大可能可以推动TCMV好转。
鉴于陈唱摩多庞大的成本结构是以美元计算,令吉近期走稳改善该公司前景。不过,销量疲软依然是个问题,因营运规模减少。
我们相信,该公司目前的股价已反映疲弱的销量。同时,该公司的亏损状况,会继续拉低投资者信心。
【e南洋】
越南独家经销金龙.短期冲击微.陈唱应重振本地销售
(吉隆坡11日讯)陈唱摩多(TCHONG,4405,主板消费品组)越南子公司获中国厦门金龙联合汽车公司颁发独家经销权,以在越南展开金龙长途巴士的经销、装配和售后服务。
合约为期5年,双方在合约届满前6个月可重新洽谈合约。
汽车装配厂预计于2018年第四季投产,首5年营运资本估计900万美元(约3610万令吉),将透过集团内部资金融资。
厦门金龙专长生产和销售各类巴士和小客车,在中国有3间工厂,年产2万5000辆巴士,在2006至2010年是和越南当地伙伴进行合作。
分析
丰隆研究对此进展持适度正面的看法,陈唱摩多在越南的汽车厂将在设立金龙长巴装配线后,工厂使用率将可改善。
该厂目前仍在蒙亏,因日产Sunny(Almera)和X-Trail的生产量偏低。
越南陈唱短期难转盈
但是,丰隆不预期经销金龙车型会带来显著产量,因此预期短期内的盈利贡献仍不足以令越南陈唱转盈。
该行表示,近期马币回稳已令陈唱摩多的前景改善,因为其主要成本来自美元,不过销量疲弱仍是隐忧,惟相信其股价已反映销量问题。
大马投行表示对此进展也持中和看法,认为陈唱摩多的首要任务是重振本地日产汽车连续两年下滑的销售,日产在大马非国产车的市占率从2016年的14%降至2017年首11月的9%。
陈唱摩多未透露资本开销,该行相信5年总成本(平均每年700万令吉)是可管理水平,因该集团拥有2亿7900万令吉现金储备。
今年资本开销料7200万
该行认为,和投资额及风险相比,越南合约期限显得短。目前越南汽车市场表现不出色,根据越南汽车商协会的数据,去年首11月销量下跌7%,包括巴士销量滑跌16%。
该行保持财测不变,预期陈唱摩多2018年资本开销为7200万令吉或占营收的1.5%。这是根据过去两年至2016年的资本开销介于1%至1.5%估算,2017年首9月资本开销为7700万令吉。
文章来源:
星洲日报‧财经‧2018.01.11
|
|
|
|
|
|
|
|
发表于 17-1-2018 02:35 AM
|
显示全部楼层
令吉走强推高赚幅
陈唱摩多今年转盈在望
2018年1月16日
(吉隆坡16日讯)分析员看好,过去2年股价大跌约40%的陈唱摩多(TCHONG,4405,主板消费产品股),即将转亏为盈。
MIDF研究分析员说,该公司可能在未来数年内转盈,而目前的股价只是今财年股价对账面价值(PBV)的0.4倍。
转盈的前提是,令吉走强、过去12个月成功减低库存,和今年推出新车款。
原本分析员预计,今财年会净亏8100万令吉,但现已调整至净赚2100万。
同时,分析员上调陈唱摩多评级至“买入”,目标价则调高至2.05令吉。
“基于令吉走强,我们认为亏损会缩窄,并在今财年逐渐达到收支平衡,接下来的盈利会较有意义。”
今年推出新车款会提高销量,且令吉走强,促使以美元计价的本地组装(CKD)配件成本较低。
目前,陈唱摩多本地组装配件进口成本,占总成本的18%至20%。
另外,过去2年该公司积极降低库存,从2016年首季的20亿令吉,在去年第三季减至13亿令吉。管理层放眼在去年末季降至低于10亿令吉。
负债和财务成本会跟随库存走低,其中净负债会从55%减至约40%,利息覆盖率料从1.5倍,提高至5至6倍。
将推新款突围
陈唱摩多2016年至今未推出新车款,导致去年的市占率大跌,反观竞争对手积极推出新车款。
分析员认为,今年将扭转这个局面,因为该公司将推出新车款,据悉包括日产劲客(Kicks)SUV、Serena混合动力车以及聆风(Leaf)。
管理层与分析员会面时,透露今年的新推介,包括一个非现有系列的全新车款,同时也指出,市场倾向SUV。
分析员点出,虽然今年的新推介,不一定会将让陈唱摩多市占率回到2014至2017年的7%至8%水平,但肯定会促使盈利改善。
【e南洋】 |
|
|
|
|
|
|
|
发表于 23-1-2018 04:20 AM
|
显示全部楼层
陈唱摩多
净亏料减至66%
2018年1月23日
分析:肯纳格投行研究
目标价:1.90令吉
最新进展
我们出席了陈唱摩多(TCHONG,4405,主板消费产品股)会面后,得知下半年或明年会推出新车款。
另外,该公司计划继续减少存货至10亿令吉。截至去年9月,通过冻结新车推出、进行促销和将新订单延期,已将存货量从2016年3月的20亿令吉,减至13亿令吉。
陈唱摩多意欲打进中南半岛的商用车辆市场,计划投入900万美元(约3600万令吉)设厂,并已在越南与厦门金龙联合汽车工业缔结合作关系。
行家建议
令吉走强,我们将2018财年净亏预测,由8440万令吉,减少至2900万令吉。
陈唱摩多有80%的进口成本是以美元换算,令吉兑美元每升1%,我们都会把2018财测上修15%。
虽然令吉兑美元的强势对收窄净亏有利,不过陈唱摩多若仅靠旧车款来支撑业务,汽车销售的营收可能将只能有较低的单位数增长。
该公司预计在下半年或明年推出的新车款,我们没有将其纳入财测考量,因公司尚无给予明确指示会在何时推出何种款式。
维持陈唱摩多的“跟随大市”投资评级,但上修目标价至1.90令吉,来反映近期令吉走高对该股投资情绪的提振。
【e南洋】 |
|
|
|
|
|
|
|
发表于 1-3-2018 05:12 AM
|
显示全部楼层
本帖最后由 icy97 于 4-3-2018 07:05 AM 编辑
陈唱末季亏719万
2018年2月28日
(吉隆坡27日讯)虽然盈利走高,但税务成本年增55.9%,导致陈唱摩多(TCHONG,4405,主板消费产品股)截至去年12月杪的2017财年末季,净亏718万9000令吉或每股1.1仙。
陈唱摩多今天向交易所报备,2016财年同期的净利135万3000令吉或每股0.21仙。
若排除高达1882万3000令吉税务开销,其税前盈利为1259万1000令吉,按年上扬10.3%,归功于组装及销售新车业务和金融服务收入增加。
营业额也从2016财年的14亿245万6000令吉,年减23.3%至10亿7595万6000令吉。
累计全年,该公司净亏按年扩大至8859万7000令吉或每股13.57仙,2016财年为净亏5494万3000令吉或每股8.42仙;营业额报43亿4122万8000令吉,年跌20.5%。
面对亏损增加的业绩,陈唱摩多仍建议派发每股1仙的终期股息,需在来临的股东常年大会上获的通过,其除权日与派息日稍后公布。【e南洋】
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 |
1 | Revenue | 1,075,956 | 1,402,456 | 4,341,228 | 5,460,757 | 2 | Profit/(loss) before tax | 12,591 | 11,419 | -72,811 | -43,080 | 3 | Profit/(loss) for the period | -6,232 | -655 | -96,389 | -59,034 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | -7,189 | 1,353 | -88,597 | -54,943 | 5 | Basic earnings/(loss) per share (Subunit) | -1.10 | 0.21 | -13.57 | -8.42 | 6 | Proposed/Declared dividend per share (Subunit) | 1.00 | 1.00 | 2.00 | 2.00 |
|
| 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 ($$) | 4.2800 | 4.4000
|
|
|
|
|
|
|
|
|
发表于 3-3-2018 03:41 AM
|
显示全部楼层
TAN CHONG MOTOR HOLDINGS BERHAD |
Type | Announcement | Subject | OTHERS | Description | Valuation of Non-Current Assets | 1. INTRODUCTION Pursuant to Paragraph 9.19(46) and Part H of Appendix 9A of the Main Market Listing Requirements, the Board of Directors of Tan Chong Motor Holdings Berhad (“TCMH” or “the Company”) wishes to announce that the Company has carried out a revaluation exercise on the Company’s and its subsidiaries’ (“the Group”) investment properties which consist of buildings, leasehold land and freehold land situated in Malaysia (“the Properties”).
The Board had on 27 February 2018 approved the incorporation of the net gain arising from a change in the fair value of investment properties of the Group (“Investment Properties”) in the consolidated financial statements of TCMH for the financial year ended 31 December 2017.
2. PURPOSE OF REVALUATION The purpose of the valuation is to reflect the fair value of the Properties in compliance with Malaysian Financial Reporting Standard (“MFRS”) MFRS 140: Investment Property.
3. REVALUATION SURPLUS, NAME OF VALUER, DATE OF VALUATION AND VALUATION ON PROPERTIES BY VALUER The valuation of the Properties was conducted by Rahim & Co Chartered Surveyors Sdn. Bhd. Please refer to Appendix A for the details.
4. EFFECT OF THE REVALUATION SURPLUS ON NET ASSETS PER SHARE The recognition of gain amounting to RM787,000 (net of deferred tax) arising from change in the fair value of investment properties will not have any material effect on the Group’s net assets per share.
5. DOCUMENTS FOR INSPECTION The valuation reports on the Properties are available for inspection at the registered office of TCMH at 62-68, Jalan Sultan Azlan Shah, 51200 Kuala Lumpur, during normal business hours for a period of three (3) months from the date of this announcement.
This announcement is dated 27 February 2018. | http://www.bursamalaysia.com/market/listed-companies/company-announcements/5703493
|
|
|
|
|
|
|
|
发表于 27-4-2018 05:34 AM
|
显示全部楼层
TAN CHONG MOTOR HOLDINGS BERHAD |
EX-date | 30 May 2018 | Entitlement date | 01 Jun 2018 | Entitlement time | 04:00 PM | Entitlement subject | Final Dividend | Entitlement description | Final Single Tier Dividend of 1 sen per share | Period of interest payment | to | Financial Year End | 31 Dec 2017 | 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 BHD Unit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi,59200 Kuala LumpurTel : +603 2783 9299Fax : +603 2783 9222 | Payment date | 21 Jun 2018 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 01 Jun 2018 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit | 30 May 2018 | 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 | 0.01 |
|
|
|
|
|
|
|
|
发表于 10-5-2018 10:59 AM
|
显示全部楼层
本帖最后由 icy97 于 13-5-2018 04:46 AM 编辑
Type | Announcement | Subject | OTHERS | Description | Press Release - Tan Chong Motor Holdings Berhad Set to Make Bagan Datuk Country's New Auto Hub | We are pleased to provide herewith our press release dated 5 May 2018 entitled “Tan Chong Motor Holdings Berhad Set to Make Bagan Datuk Country’s New Auto Hub”.
Please refer attached file for the press release.
Further updates and announcement to Bursa Malaysia on the above will be made at an appropriate time.
This announcement is dated 7 May 2018.
| http://www.bursamalaysia.com/market/listed-companies/company-announcements/5784669
|
|
|
|
|
|
|
|
发表于 13-5-2018 03:42 AM
|
显示全部楼层
|
|
|
|
|
|
|
发表于 19-5-2018 07:05 AM
|
显示全部楼层
本帖最后由 icy97 于 4-6-2018 02:46 AM 编辑
陈唱摩多首季净赚425万令吉
Syahirah Syed Jaafar/theedgemarkets.com
May 18, 2018 20:51 pm +08
(吉隆坡18日讯)陈唱摩多(Tan Chong Motor Holdings Bhd)在截至今年3月31日止首季(2018财年首季)净赚425万令吉,上财年同期则净亏3532万令吉,归功于净负债减少。
现财年首季每股盈利为0.65仙,一年前则是每股亏损5.41仙。
营业额从2017财年首季的9亿9565万令吉,按年增长4%至现财年首季的10亿3000万令吉。
根据文告,陈唱摩多的汽车业务在该季度录得营业额增长,得益于促销活动提高了汽车销量。
分期付款与保险业务也取得更高的营业额,截至今年3月杪,其贷款账面规模比上财年同期更高。
展望未来,该集团估计,汽车领域将继续充满挑战,因为市场竞争非常剧烈。
尽管如此,该集团将致力改善本地市场的竞争力,并推出新车款如全新的Nissan Serena S-Hybrid,以及在本地组装的全新UD Trucks Croner。
海外业务方面,该集团将继续贯彻其业务策略,将其销售网络扩展到柬埔寨、寮国、缅甸和越南。该集团在越南和缅甸有两家汽车装配厂。
(编译:魏素雯)
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 | $$'000 |
1 | Revenue | 1,034,618 | 995,652 | 1,034,618 | 995,652 | 2 | Profit/(loss) before tax | 13,461 | -35,543 | 13,461 | -35,543 | 3 | Profit/(loss) for the period | 2,087 | -37,460 | 2,087 | -37,460 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 4,252 | -35,322 | 4,252 | -35,322 | 5 | Basic earnings/(loss) per share (Subunit) | 0.65 | -5.41 | 0.65 | -5.41 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
|
| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 4.3000 | 4.2800
|
|
|
|
|
|
|
|
|
发表于 2-6-2018 05:13 AM
|
显示全部楼层
|
|
|
|
|
|
|
发表于 22-6-2018 04:21 AM
|
显示全部楼层
本帖最后由 icy97 于 23-6-2018 05:45 AM 编辑
Type | Announcement | Subject | OTHERS | Description | Sole and Exclusive Rights to Distribute King Long Coaches and Buses in Malaysia | Introduction The Board of Directors of Tan Chong Motor Holdings Berhad (“TCMH” or “the Company”) is pleased to announce that TC Trucks Sales Sdn Bhd (“TCTS”), a wholly-owned subsidiary of TCMH, has on 20 June 2018 entered into an Exclusive Distributorship Agreement (“Agreement”) with Xiamen King Long United Automotive Industry Co., Ltd (“King Long”) of No. 9, King Long Road, Jimei District, Xiamen 361023, Fujian, People’s Republic of China, whereby TCTS has been appointed as King Long’s sole and exclusive distributor, assembler and after-sales service provider (including the sale and distribution of spare parts) of King Long coaches and buses, in both completely assembled form and in its bare chassis form (“King Long Products”), in Malaysia (“Appointment”).
Information on TCTS TCTS is a wholly-owned subsidiary of TC Trucks Group Sdn Bhd, which in turn is a wholly-owned subsidiary of TCMH.
TCTS was incorporated on 29 December 2010 to carry on the principal activities of distribution and sales of commercial vehicles in Malaysia.
Information on King Long King Long is a company incorporated in the People’s Republic of China which specialises in the design, production and sale of various buses, minibuses and coaches. Founded in 1988, King Long has its own research and development (“R&D”) and testing institutions approved by the Chinese government, such as Corporate Technical Centre, Postdoctoral Scientific Research Workstation, as well as Safety & Energy-Saving Testing Centre, which bring together 1,000 technical elites in the industry. King Long ranks No. 1 in the industry in China in terms of corporate R&D strength and product technology. It has three (3) manufacturing bases in China with total land area of 800,000 sq. meter and annually produces 25,000 buses and coaches as well as 30,000 mini vans.
Salient Terms of the Agreement Pursuant to the Agreement, King Long grants TCTS, the sole and exclusive right to do the following within Malaysia: (i) To assemble King Long Products; (ii) To promote, distribute and sell the completely assembled King Long Products; and (iii) To render after-sales service to King Long Products (including sale and distribution of spare parts).
The initial term of the Agreement shall be for a period of five (5) years (“Initial Term”) commencing from the date of execution of the Agreement by both TCTS and King Long, and may be extended subject to the parties' mutual written agreement. The parties shall commence negotiation on the terms governing such renewal at least six (6) months prior to the expiry of the Initial Term.
Rationale King Long is a renowned bus manufacturer which has complete buses and coaches range that facilitates the Group’s penetration into different bus/coach segment in Malaysia and Vietnam. The Group via its wholly-owned subsidiary, TC Motor Vietnam Co., Ltd. (“TCMV”), had on 10 January 2018 entered into an exclusive distributorship agreement with King Long, whereby TCMV has been appointed as King Long’s sole and exclusive distributor, assembler and after-sales service provider of the XMQ6829Y King Long coach model in Vietnam.
King Long is familiar with the Malaysian sales and after sales regulations and market situation. They have gained the experience via their participation in local tender through their previous distributor in Malaysia whereby they have been able to obtain and comply with the strict tender requirements. As a well-established bus manufacturer, King Long is manned by experienced personnel and dedicated support team for the after-sales services. Their commitment to the Malaysian market is portrayed through their stationing of a service engineer here to serve all King Long’s customers in Malaysia.
Financial Effects TCTS is expected to start sales of King Products (“King Long Business”) in Q4 2018. The working capital required for the new King Long Business for the first five (5) years of operation is estimated at RM 6.5 million which will be funded by the TCMH Group from its internal sources.
The King Long Business will not contribute significantly to the TCMH Group’s revenue and profit for the financial year ending 31 December 2018 but is expected to contribute positively to the earnings of TCMH Group in the long term.
The Company does not foresee any exceptional risks other than the normal operational risks associated with the King Long Business. The Company will take necessary steps to mitigate the risks as and when they occur.
Directors’ and Substantial Shareholders’ Interests None of the Directors, substantial shareholders of TCMH and/or persons connected with them, has any interest, direct or indirect, in the Appointment.
Directors’ Statement The Board of Directors of the Company is of the opinion that the Appointment is in the ordinary course of business and in the best interest of TCMH Group.
This announcement is dated 20 June 2018. |
|
|
|
|
|
|
|
|
发表于 25-6-2018 02:25 AM
|
显示全部楼层
|
|
|
|
|
|
| |
本周最热论坛帖子
|