【KNM 7164 交流专区2】科恩马

Ztd3088

都不是，他讲的应该是空头买卖，要是行情不好，象现在这样，他没拿到红包，可能已经烧到手！

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/09/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2013	30/09/2012	30/09/2013	30/09/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	486,113	609,497	1,405,278	1,782,024
2	Profit/(loss) before tax	21,657	22,879	31,424	60,588
3	Profit/(loss) for the period	6,344	41,738	18,732	111,209
4	Profit/(loss) attributable to ordinary equity holders of the parent	7,136	44,117	20,779	113,011
5	Basic earnings/(loss) per share (Subunit)	0.49	4.51	1.42	11.56
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 ($$)	1.3700		1.2300

1009

红包的意思是，它会有个低点，然后会来个反弹。
他会有波动，赚了就要走。
我不会玩它短票，我会用现金买进来放一两个月。
当它极少数交易量，都是买进的信息。
我会分成三个段数买进，平均价位。
风来的时候，要一点一点放出。
它的涨幅会在10%-20%
三个月一次波动，就是有四次。
一年内，幸运的话，最高是赚取40-80%。
这是它的技术股。
它的票不能长抓，而是停点买进一些。
如果了解它，它是给了红包大家，
可惜，每个都以为它会有倍增的回报。
错了，它已不负当年之勇了。
已老千过招，是没办法贪心的

1009

游戏刚开始...

Ongong88

1009 发表于 17-12-2013 11:59 AM
游戏刚开始...

今天起了。。有新消息吗？

icy97

償還收購Borsig集團 科恩馬融資9.8億

財經19 Dec 2013 17:42
（吉隆坡19日訊）科恩馬（KNM，7164，主要板工業）旗下兩家獨資子公司，向幾家歐洲金融機構貸款2億2000萬歐元（約9.8億令吉）貸款，以償還用于收購Borsig集團的現有定期貸款。

科恩馬向馬證交所報備，旗下德國科恩馬有限公司和Borsig有限公司，在18日（週三）與意大利聯合信貸銀行AG、意大利聯合信貸盧森堡SA和其他參與金融機構，達成融資協議。

報備文告指出，上述融資有分兩大類型，包括總值6000萬歐元（約2.7億令吉）的定期貸款和總值1億6000萬歐元（約7.2億令吉）的保證貸款。

科恩馬透過文告指出，將用定期貸款全面償還Borsig集團的現有定期貸款；保證貸款則用作企業和營運資金，並再融資現有的雙邊擔保融資。

文告指出，上述貸款期限長達5年，當全面償還Borsig集團的現有定期貸款，預計能改善科恩馬債務狀況。[中国报财经]

Type	Announcement
Subject	OTHERS
Description	Credit Facilities of EUR220 million Arranged by UniCredit Bank AG
KNM Group Berhad (“KNM” or “Company”) is pleased to announce that the Company’s wholly owned subsidiaries, Deutsche KNM GmbH and Borsig GmbH has entered into and executed a Facilities Agreement dated 18 December 2013 with UniCredit Bank AG (as Arranger), UniCredit Luxembourg S.A. (as Agent), UniCredit Luxembourg S.A. and other participating financial institutions to make available a credit facility of up to EUR220,000,000.00 to Deutsche KNM GmbH and its subsidiaries as mentioned below comprising the following:- Type of Facility Amount (EUR) Original Borrowers Term Loan 60,000,000.00 Deutsche KNM GmbH Guarantee 160,000,000.00 Deutsche KNM GmbH Borsig GmbH Borsig Process Heat Exchanger GmbH Borsig ZM Compression GmbH Borsig Membrane Technology GmbH Borsig Service GmbH Borsig Boiler Systems GmbH hereinafter referred to as the “Credit Facilities”. I. Purpose The Term Loan Facility shall ultimately be applied towards the full discharge and settlement of the Company’s existing term loan for the Borsig Group acquisition. The Guarantee Facility shall be applied towards general corporate and working capital purposes of participating companies within the Borsig Group of Companies and the refinancing of existing bilateral guarantee facilities. II. Security The Credit Facilities are secured by pledges over all the shares/interest in Borsig Beteiligungsverwaltungsgesellschaft mbH and Borsig GmbH respectively. III. Tenure The tenure of the Credit Facilities shall be up to a maximum period of 5 years from the date of signing of the Facilities Agreement. IV. Directors and Major Shareholders’ Interest None of the Directors, major shareholders or persons connected to the Directors and/or major shareholders of the Company has any interest, direct or indirect, in respect of the Credit Facilities. V. Financial Effect With the Credit Facilities in place, the full discharge and settlement of the Company’s existing term loan for the Borsig Group acquisition would enhance the financial debt maturity profile of the Group and improve the financial ratios as well as give rise to substantial savings in terms of interest expenses due the Credit Facilities’ lower financing cost. VI. Directors’ Statement Having considered all aspects of this transaction, the Board of Directors is of the opinion that the acceptance of the Credit Facilities is in the best interest of the Company. VII.        Documents For Inspection Copies of the Facilities Agreement and other related documents are available for inspection at the registered office of KNM at 15 Jalan Dagang SB 4/1, Taman Sungai Besi Indah, 43300 Seri Kembangan, Selangor Darul Ehsan, Malaysia for three (3) months from date of this Announcement during normal business hours from Mondays to Fridays. This announcement is dated 19 December 2013.

1009

终于..来了..

Ztd3088

借近10亿，吓人哪，一年利息都要给6千万左右，按KNM现实营业情况来看，每年盈利拿来还利息都不知道够不够用，更不用说5年后要还10亿本钱。可怕，可是在没有任何盈利的消息下，今天既然大起10%多，不是炒家在钓鱼吗？

1009

不需要管它，钓谁的鱼。凡事逢低必买，就是有红包。这是Knm技术性股，花时间研究它，不贪心..一定有钱的。
炒家爱Knm ...

i2cool

哀^^已经下车回乡过节,它才跑出来...真是走宝了!

icy97

科恩馬半年新高閉市

2014-01-22 11:04      
（吉隆坡21日訊）週二科恩馬集團（KNM，7164，主板工業產品組）價量齊升，股價揚10.3%，以半年新高紀錄閉市。

該公司以48.5仙開盤，不及1小時即突破50仙水平，午盤開市更衝上全日最高的53.5仙，並穩守此水平，全日揚5仙或10.31%，寫下1億2千851萬零100股成交量冠蓋全場。

該公司最近一次股價超越50仙水平是在本月8日，閉市報51仙；去年5月杪閉市價均在52至59仙間游移，5月29日以最高59仙閉市，盤中最高點為61仙。

去年12月，科恩馬集團較重大企業消息是宣佈旗下兩家子公司向數家歐洲金融機構貸款2億2千萬歐元（約9億9千萬令吉）貸款，以償還收購Borsig集團的現有定期貸款，不過該公司尋求在新加坡交易所上市計劃已經延後，無法在2014年上市。

截至2013年9月30日止第三季業績，該公司淨利及營業額分別下滑84%及20%。

興業研究鑒於2013年上半年業績表現落後預期，對該公司營運展望有所保留，下調2013與2014財政年的淨利預測達22.6%和20.7%。

去年8月該公司已累計價值16億至18億令吉訂單。（星洲日報／財經）

icy97

面值削50仙‧科恩馬儲備資金7.45億

2014-01-28 11:05      
（吉隆坡27日訊）科恩馬集團（KNM，7164，主板工業產品組）擬進行削減股票面值每股50仙和設立雇員認股計劃（ESOS）等計劃，以釋出7億4千500萬6千626令吉來為未來計劃儲備資金。

該公司發文告表示，建議將每股面值1令吉的股票削資50仙，以釋出7億4千500萬6千626令吉資金，將存入股票溢價儲備戶頭內，並用在董事部認為合適的項目上，主要是公司截至今年1月24日止股價僅56.5仙，較1令吉面值折價43.5%，對集團進行任何籌資或企業活動並無幫助。

與此同時，科恩馬集團也將對公司章程進行修改，並計劃設立ESOS供合格雇員和董事進行認股，而發售價將由ESOS委員會根據5日加權平均市價（5D-VWAP）進行擬定，籌措的資金將用作營運資本。

今日閉市，科恩馬集團跌2仙收54.5仙。（星洲日報／財經）

Type	Announcement
Subject	MULTIPLE PROPOSALS
Description	KNM GROUP BERHAD (“KNM” OR “COMPANY”) (I)        PROPOSED PAR VALUE REDUCTION; (II)        PROPOSED AMENDMENT; AND (III)        PROPOSED ESOS
On behalf of the Board of Directors of the Company, M&A Securities Sdn Bhd is pleased to announce that the Company is proposing to undertake the following: Proposed par value reduction via the cancellation of RM0.50 of the par value of every existing ordinary share of RM1.00 each in the issued and paid-up capital of the Company pursuant to Section 64 of the Companies Act, 1965; Proposed amendment to relevant clauses of the Memorandum and/or Articles of Association of the Company for the Proposed Par Value Reduction ; and Proposed establishment of an employees’ share option scheme for the eligible employees and directors of KNM and its subsidiaries. Kindly refer to the attachment for further details of the Proposals. This announcement is dated 27 January 2014.

Attachments KNM - Par Value Reduction and ESOS.pdf

xiaoxin22

icy97 发表于 27-1-2014 10:47 PM
科恩马削资50仙

财经 2014年1月27日

这样是大事不妙, 还是赚到料??

khokhokho

xiaoxin22 发表于 28-1-2014 12:44 AM
这样是大事不妙, 还是赚到料??

現在面值還值 rm 1.000，它還不快一點削減股票面值每股50仙，加上又設立雇員認股計劃（ESOS）等計劃，以釋出7億4千500萬6千626令吉來為未來計劃儲備資金。

看了就很笑的公司，每天都是講，工程合約，幾十億的合約，為何還是要和小股東要錢，又要和外地銀借錢 。

icy97

10萬回購股權 科恩馬加國聯營拆夥

企業財經28 Jan 2014 23:00
（吉隆坡28日訊）科恩馬（KNM，7164，主要板工業）向馬證交所報備，加拿大全資附屬KPS公司，將與3位少數股東權終止聯營合資，並斥3萬美元（約10萬令吉）向他們收購其KPS技術工程有限公司（KPST）股權。

報備文告指出，一旦收購完成后，KPS公司將持有KPS技術工程94.44%股權，剩余5.56%股權是由科恩馬總執行長李瑞興持有。

另一方面，科恩馬宣佈，委任再努丁朱基菲，成為旗下大馬工藝設備部門總營運長。

科恩馬發布文告指出，目前持有機械工程學士的再努丁朱基菲曾在過去的職業中擔任不同的技術和營運領導，擁有超過20年現場營運、製造和管理經驗。

李瑞興透過文告說：“很高興再努丁朱基菲能加入我們的管理團隊，我相信往后他會積極對我們的業務作出正面變化。”

科恩馬是一家全球領先的工藝設備製造商，和供應石油、天然氣、石化產品、礦產品和能源產業的整體解決方案提供商。[中国报财经]

KNM GROUP BERHAD

Type	Announcement
Subject	OTHERS
Description	TERMINATION OF JOINT VENTURE IN RELATION TO KPS TECHNOLOGY & ENGINEERING LLC
1. INTRODUCTION KNM Group Berhad (“KNM” or the “Group”) wishes to announce the termination of the joint venture between its Canadian wholly owned subsidiary, KPS Inc. (“KPSI”) and three individuals, namely Mr David K. Stevens (“David”), Mr Alan D. Mosher (“Alan”) and Ms Lindsay D. Dreitzler (“Lindsay”) (hereinafter collectively referred to as the “Minority Interest Holders”) as a result of KPSI’s acquisition of all the Minority Holders interest in KPS Technology & Engineering LLC (“KPST”) on 28 January 2014. 2.        THE PARTIES KPST was incorporated as a limited liability partnership in Kansas, USA on 1 February 2008 and is principally involved in the development and marketing of sulphur removal and recovery technology for oil and gas applications. KPSI was incorporated as a limited liability company in Canada on 20 February 2008 and is principally an investment holding company. Prior to the termination of the joint venture, KPSI had a 77.78% interest in KPST. As the senior management team of KPST, the Minority Interest Holders were granted membership interest in KPST in exchange for their services to KPST. Prior to the termination of the joint venture, the Minority Interest Holders have a collective 16.66% interest in KPST. 3.        ACQUISITION OF INTEREST IN KPST Via a Mutual Release Agreement signed on 28 January 2014, KPSI has acquired in cash, the entire equity interest of the Minority Interest Holders in KPST for a total purchase consideration of USD30,000.00 (the “Acquisition”) and to release all claims that each party may have against the other during the course of their employment with KPST. As a result of the Acquisition, KPSI has increased its interest in KPST to 94.44%, while the remaining 5.56% in KPST continues to be held by Ir Lee Swee Eng. 4.        RATIONALE The termination of the joint venture and the acquisition of all the Minority Interest Holders interest in KPST is part and parcel of the Group’s plan to reorganise the management and operations of KPST as its only operating unit in North America. 5.        FINANCIAL EFFECTS OF THE PROPOSED TERMINATION This transaction does not affect the share capital of KNM and neither would it have any material affect on the Group’s earnings, net assets or gearing. 6. APPROVALS The said transactions are not subject to the approval of any governmental authority and/or the shareholders of KNM. 7. DIRECTORS' AND MAJOR SHAREHOLDERS' INTEREST Other than the fact that Ir Lee Swee Eng has an existing interest in KPST as disclosed in paragraph 3 above, none of the Directors, major shareholders or persons connected to the Directors and/or major shareholders of the Company has any interest, direct or indirect in respect of this transaction. 8.        DIRECTORS’ STATEMENT Having considered all aspects of these transactions, the Board of Directors is of the opinion that this transaction is in the best interest of the Company. This announcement is dated 28 January 2014.

mbnk

tp多少？

1009

每逢新年前，大派红包，果然没让我失望。
短期间，大跌的机率比较低。
逢低买进，绝不会亏待我们的。
现金有限的，要分段买。
鳄鱼爱吓人，要智勇双全。
剩下的涨势，要看老板心情卖什么药了

mbnk

1009 发表于 29-1-2014 12:09 PM
每逢新年前，大派红包，果然没让我失望。
短期间，大跌的机率比较低。
逢低买进，绝不会亏待我们的。

多少价位适合买进呢？谢谢！

1009

目前，还是有往上的趋势。
但风险已高了，需要些利好消息帮忙。
小量买进，除非你很熟悉它未来的盈利来源。

khokhokho

1009 发表于 22-1-2014 05:22 PM
不需要管它，钓谁的鱼。凡事逢低必买，就是有红包。这是Knm技术性股，花时间研究它，不贪心..一定有钱的。
...

當然不用管它，會起的股就是好服，不過科恩马如今不斷找錢，希望不要像早期的 megan 和 LCL 一樣的問題，一但那一方面出現資金問題，那就東東了。

最壞的打算，它還可以用多一次的面值 rm 0.500
再最壞的打算，就是用附加股加股票淨益資金，如果附加股是 rm 1.000的話，股東們只要出 rm 0.700，另外 rm 0.300由股票淨益資金補上去，就可以了。
另外看看，人家的特殊上市公司，集資3億的資金，去收購油公司，人家是不用現金去收購，而是用附加股去收購，為何當初knm不用附加股去收購德國公司呢 ?
德國公司的股東，不通對自已的公司前途不看好，而要現金不要knm的股票 ?

由其是收購德國的公司，如今反而不見有盈利的見效出來，當時的情勢，為何不要求那些德國股東的盈利擔保呢 ?
如果當時不急著收購的話，knm也不會面對資金斷層，如今還息錢也夠大了。

現在資金也找到了，不過背後要還息錢，如果盈利還是如此難看，那就不敢看了。


如今好多上市公司，也不會笨到去用現金去收購公司，而且收購條件是要有盈利保障，所以只用附加股和一點錢而已，一來可以保護自已公司的財務不會出現負數，兩來，一但收購的公司是無法取的盈利 也不會虧公司的錢，最多是公司的股票變多了。

如果是講借錢是一百萬到一千左右，那還好一點，如今是欠億億的話，還息錢就已經把公司的盈利給吃光了。

好了，也祝 knm 走的更遠。