【JHM 0127 交流专区】捷铵科技

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2015	30 Sep 2014	30 Sep 2015	30 Sep 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	34,696	16,268	91,708	51,708
2	Profit/(loss) before tax	845	-1,325	4,795	-1,819
3	Profit/(loss) for the period	685	-1,325	3,885	-1,915
4	Profit/(loss) attributable to ordinary equity holders of the parent	1,324	-968	4,572	-1,283
5	Basic earnings/(loss) per share (Subunit)	1.08	-0.79	3.72	-1.04
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 ($$)	0.2656		0.2340

icy97

Date of change	30 Nov 2015
Name	MISS LOW SOO KIM
Age	37
Nationality	Malaysia
Type of change	Appointment
Designation	Others
Qualifications	i) Bachelor of Accounting (Hons) from University of Malayaii) Member of the Malaysian Institute of Accountants (MIA)
Working experience and occupation	She was attached with Ernst & Young Tax Consultants Sdn Bhd from 2002 until 2009 as a Tax Consultant where she gained experience in the areas of Malaysia taxation.  Ms. Low left Ernst & Young Tax Consultants Sdn Bhd in January 2009 when she held the position of Assistant Manager. She joined a manufacturing company, a wholly owned subsidiary of a Public Listed Company ("PLC") as Accounts / Finance Manager in year 2009. She was promoted as Group Financial Controller of the PLC in year 2013 and left the PLC in August 2015. During her tenure with the PLC, she gained experience in the areas of financial management, budget planning, preparation of management accounts and financial reports, plantation management and credit controls of the Group.
Directorship of public companies (if any)	Nil
Family relationship with any director and/or major shareholder of the listed issuer	Nil
Any conflict of interests that he/she has with the listed issuer	Nil
Details of any interest in the securities of the listed issuer or its subsidiaries	Nil

Remarks :

Ms Low Soo Kim has been appointed as  Finance Manager.

icy97

Date of change	29 Feb 2016
Name	MR KHOR THEAN LEE
Age	56
Nationality	Malaysia
Designation	Executive Director
Directorate	Executive
Type of change	Appointment
Qualifications	i) Advanced Diploma in Business Administration, Association of Business Executive, UKii) Master of Business Administration, Heriot-Watt Universityiii) Master of Economics, Universiti Putra Malaysia
Working experience and occupation	1978-1984: Supervisor at Hitachi Semiconductor1984-1995: Production Section Manager at Hewlett-Packard1995-2002: Production Manager at Varitronix2002-2006: Integration/Department Manager at Agilent Technologies2006-2010: General Manager/Director at Eko Metal Industries2011-April 2014: Senior Director at Morrissey Technology Sdn Bhd8 June 2012-23 April 2014: Executive Director at JHM Consolidation Berhad
Directorship of public companies (if any)	Nil
Family relationship with any director and/or major shareholder of the listed issuer	Nil
Any conflict of interests that he/she has with the listed issuer	Nil
Details of any interest in the securities of the listed issuer or its subsidiaries	500,000 ordinary shares of RM0.10 each in the Company

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2015	31 Dec 2014	31 Dec 2015	31 Dec 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	40,010	20,118	131,718	71,826
2	Profit/(loss) before tax	4,207	81	9,002	-1,738
3	Profit/(loss) for the period	3,077	-189	6,962	-2,104
4	Profit/(loss) attributable to ordinary equity holders of the parent	1,881	163	6,453	-1,120
5	Basic earnings/(loss) per share (Subunit)	1.53	0.13	5.25	-0.91
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 ($$)	0.2906		0.2340

哭哭鸟

ANALYSIS OF SHAREHOLDINGS AS AT 1 APRIL 2016
LIST OF THIRTY LARGEST SHAREHOLDERS                       NAME NO. OF SHARES HELD     %
15. RHB CAPITAL NOMINEES (TEMPATAN) SDN. BHD.         1,000,000                           0.813
    PLEDGED SECURITIES ACCOUNT FOR FONG SILING(CEB)

年報下載:
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5075385

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LED讯号灯可双位增长 捷铵放眼2年转主板
财经新闻 财经  2016-05-29 11:58
http://www.nanyang.com/node/763495?tid=462

（吉隆坡28日讯）捷铵科技（JHM，0127，创业板）看好汽车发光二极管（LED）讯号灯业务，将录得双位数增长率，并计划在未来2年转至马交所主板交易。

财经日报《The Edge》报道，捷铵科技执行主席兼董事经理拿督陈庆成指出，汽车LED讯号灯业务目前贡献80%的营业额，展望今年，该业务料可取得1.8亿令吉的工作订单。

“目前，我们LED讯号灯供应给日本与北美自由贸易协定（NAFTA）国家的一级汽车业者。如今，我们放眼进军欧洲市场。”

陈庆成续称：“除此，我们也会生产商用飞机的内部灯具，以在今年第四季进军航空市场。一名潜在客户会在下月，审核公司的资格。”

审核完成后，公司有意取得AS9100全球航空认证，让公司能够竞得长达30年的合约。

他也预期，汽车与航空灯具业务的营业额贡献，将在3年内达到50：50比例。

明年投资1000万

此外，捷铵科技将在航空灯具业务稳定发展后，可能在明年拨出1000万令吉资本开销，扩展至航空领域设备制造业务。

陈庆成指出，汽车LED讯号灯业务和进军航空市场的机会，将确保捷铵科技有能力在3至5年内，取得2000万令吉的净利。

“在3至5年内净赚2000万令吉，是转至马交所主板交易的条件之一。随着去年业绩良好和汽车市场需求强劲，我们目标在明年底或后年初，升级到马交所主板交易。”

哭哭鸟

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2016

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Mar 2016	31 Mar 2015	31 Mar 2016	31 Mar 2015
		$$'000	$$'000	$$'000	$$'000

1	Revenue	45,651	25,049	45,651	25,049
2	Profit/(loss) before tax	3,966	1,848	3,966	1,848
3	Profit/(loss) for the period	3,004	1,571	3,004	1,571
4	Profit/(loss) attributable to ordinary equity holders of the parent	2,752	1,786	2,752	1,786
5	Basic earnings/(loss) per share (Subunit)	2.24	1.45	2.24	1.45
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 ($$)	0.3150		0.2906

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(Icon) JHM Consolidation (5) - Earnings At All Time High. Potential Upside of 100% ?
Author: Icon8888   |   Publish date: Mon, 30 May 2016, 09:08 PM
http://klse.i3investor.com/blogs/icon8888/97524.jsp

1. Strong Results, Very Satisfactory

JHM released its March 2016 results today. Please refer to table below :-

        

I am very pleased with this latest quarter result. Revenue has been growing for 5 consecutive quarters. The group's restructuring effort is clearly paying off.

Net profit came in at RM2.8 mil. However, this includes net forex loss of RM1.3 mil. Without exceptional items, core net profit would be RM3.7 mil, translating into EPS of 3 sen.

Based on latest price of 72 sen and annualised EPS of 12 sen, the stock is currently trading at prospective PER of 6 times.

However, their latest earning is not the main reason I mention "potentially 100% upside". It is their future plans that are exciting.


2. Future Plans

Please refer to the following article dated 27 May 2016 for further details :-

        
        
         
As per the article above, JHM's Managing Director mentioned that the group targets to achieve RM20 mil PAT so as to qualify for Main Board transfer.

Based on 144 mil shares (post special issue, which is still pending completion), EPS will be approximately 14 sen. Based on 10 times PE multiple, target price of RM1.40 (100% gain from current price of 72 sen) ?


3. Concluding Remarks

I usually don't take PLC's earnings projection seriously, especially if it involves going many years into the future. However, in JHM's case, I believe there is some credibility :-

(a) JHM is in the right sector. Among all the listed LED companies in Bursa, it is the only one involved in High Brightness LED. As pointed out in my previous articles, this particular segment is expected to perform well all the way until 2020; and

(b) JHM has a solid track record of delivering what it promises. It has been able to grow its revenue and earnings for 5 consecutive quarters.

I actually sold the stock this morning at 69 sen. However, upon seeing its result during lunch time, I decided to buy back at 71 sen. I think there is further upside for this stock. It is worth taking a bet.

哭哭鸟

今天先放手了..

哭哭鸟

今天还继续起..
卖早了..
哭哭..

Name	NOBLE MATTERS SDN BHD
Address	15-2-20 Medan Kampung Relau Bayan Point 11900 Pulau Pinang Malaysia.
Company No.	682746 X
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary shares of RM0.10 each
Name & address of registered holder	Noble Matters Sdn Bhd15-2-20 Medan Kampung RelauBayan Point11900 Penang

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Description of Others	Date of change	No of securities	Price Transacted (RM)
Disposed		01 Jun 2016	1,520,600

Circumstances by reason of which change has occurred	Off market disposal
Nature of interest	Direct interest
Direct (units)	28,925,263
Direct (%)	23.517
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	28,925,263
Date of notice	07 Jun 2016

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UNUSUAL MARKET ACTIVITY

JHM CONSOLIDATION BERHAD

Bursa Malaysia Securities Berhad has on 8 June 2016 issued an UMA query on JHM for the recent sharp rise in price of the Company’s shares.

In this respect, investors are advised to take note of the Company’s reply to the above UMA query which will be posted at Bursa Malaysia’s website under the company announcements, http://www.bursamalaysia.com/market/listed-companies/company-announcements/ when making their investment decision.

The contents of the UMA query is as follows:-

We draw your attention to the recent sharp rise in price of the Company’s shares ("trading activity").

In light of the above and  in order for investors to be able to make informed investment decisions,  you are requested to respond, after making due enquiry with your directors, major shareholders and such other relevant persons, to the following queries immediately for public release in accordance with Rule 9.11 of ACE Market Listing Requirements ("LR"):-

1.         whether there is any corporate development relating to your Group’s business and affairs that has not been previously announced that may account for the trading activity including those in the stage of negotiation/discussion. If yes, kindly provide the details including status of the corporate development to enable investors to make informed investment decision;

2.         whether there is any rumour or report concerning the business and affairs of the Group that may account for the trading activity and in this respect, you are required to comply with Rules 9.09 and 9.10 of the LR;

3.         whether you are aware of any other possible explanation to account for the trading activity; and

4.         whether you are in compliance with the LR, in particular Rule 9.03 of the LR on immediate disclosure obligations.

Please note that the contents of the announcement must be endorsed by the Board of Directors of the Company and the announcement must reach Bursa Securities immediately via Bursa LINK

哭哭鸟

UMA了還是再起..

哭哭鸟

捷铵科技股价创历史新高位 接马交所UMA质询
By Gho Chee Yuan / theedgemarkets.com   | June 8, 2016 : 6:28 PM MYT
http://www.theedgemarkets.com/my/article/捷铵科技股价创历史新高位-接马交所uma质询

（吉隆坡8日讯）捷铵科技（JHM Consolidation Bhd）过去两周的股价飙升72.13%至历史新高后，因而接获大马交易所发出的不寻常市场交易（UMA）质询。

该股今日闭市时上涨8.5仙或8.81%，至1.05令吉，市值达1亿2300万令吉。

该股自5月26日起不断走升，当时股价为61仙，今日早盘休市时飙涨45仙或73.77%，写下全日新高位1.06令吉，全场一共有330万股易手。

捷铵科技的65日平均成交量为157万股。

马交所在UMA质询中促这家槟城电子零件制造商，披露任何或致使股价异动的企业发展、传闻或与企业事务相关的报道。

捷铵科技5月30日公布2016财政年首季（截至今年3月杪）业绩，净利劲扬53%至275万令吉，同期仅净赚179万令吉，归功于需求走高及生产力提升。

营业额也按年飙升83%至4565万令吉，同期报2505万令吉。

由于汽车领域的发光二极管（LED）需求走高，加上捷铵科技扩充产能，该集团乐观看待下一财年将取得令人满意的表现。

（编译：倪嫣鴽）

哭哭鸟

這隻神股,如果還沒賣一個月里能賺110%左右了..

icy97

Name	MR OOI YEOK HOCK
Descriptions(Class & nominal value)	Ordinary shares of RM0.10 each

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Disposed	07/06/2016	30,000	0.895
Disposed	07/06/2016	94,000	0.940
Disposed	07/06/2016	43,900	0.945
Disposed	07/06/2016	51,500	0.965
Disposed	07/06/2016	1,500	0.960
Disposed	07/06/2016	15,800	0.950
Disposed	07/06/2016	25,000	0.955
Disposed	08/06/2016	78,000	0.990
Disposed	08/06/2016	83,200	0.995
Disposed	08/06/2016	89,500	1.000
Disposed	08/06/2016	40,000	1.020

Circumstances by reason of which change has occurred	Disposal
Nature of interest	Direct interest
Consideration (if any)

Total no of securities after change
Direct (units)	2,346,238
Direct (%)	1.908
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Date of notice	10/06/2016

哭哭鸟

http://www.bursamarketplace.com/index.php?ch=38&pg=129&ac=28136&bb=research_article_pdf

yvonne5399

明天又会上咯～～～～

哭哭鸟

yvonne5399 发表于 13-6-2016 12:48 AM
明天又会上咯～～～～

director最近丢了很多出来?

yvonne5399

那就要看明天了～丢很多吃的人也很多

哭哭鸟

JHM - 董事减持&未来前景

日前，JHM业绩创下了上市以来的新高，它的股价也在在短短的两个星期内，从RM0.68左右冲上目前的RM1.05，相等于54%左右的增幅！
随着股价暴涨，JHM的执行董事Mr. Ooi Yeok Hock，在6月7日和8日这两天里，以平均价RM0.97左右，分成11批脱售了552,400股JHM。这批JHM股的价值高达RM55万。他手上拥有的JHM股权也从2.36%减持至1.91%。Mr. Ooi目前负责研发工作以及管理工程部门。他是在6月10日和Bursa报备的。
从投资者的角度去看，这的确不是一件健康的事。但如果从Mr.Ooi的角度去看，这或许就不同了。根据JHM 2014年报，Mr. Ooi在两年前还拥JHM 4.49%的股权。在这两年期间，他不停地减持JHM股，不曾增持过。当时的脱售价格都是在10多cent左右。但距离上一次脱售活动，已经是去年4月份的时候了。这显示出无论这公司的未来前景如何，Mr. Ooi已有一段时间想脱售他手上的JHM股。现在，终于让他等到股价暴涨的时候，当然是减持的好机会，来套现。
回顾JHM的企业发展，该公司在2014年投资了RM31m在吉打购地增设新厂。这新厂已在今年投产。这项投资是为了获取更多欧美汽车LED讯号灯、车后煞车灯及第三盏煞车灯的订单。
现在，JHM已开始尝到成果了。汽车LED讯号灯业务目前贡献80%的营业额，展望今年，该业务料可取得RM180m的工作订单。此外，JHM也正在生产商用飞机的内部灯具，以在今年第四季进军航空市场。目前，JHM正等待一名潜在客户审核公司的资格。审核完成后，JHM有意取得AS9100全球航空认证，让公司能够竞得长达30年的合约。
该公司目标在2017年底或2018年头，升级到主板交易。

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