【KNM 7164 交流专区2】科恩马

icy97

科恩马再生能源投资划算

财经  2015年03月16日
(吉隆坡16日讯)科恩马集团（KNM，7164，主板工业股）进军泰国再生能源领域，受到分析员的看好，纷纷给予「买进」的投资评级。

无论如何，该公司股价今天承受巨大卖压，全天下滑5仙或6.41%，至0.73令吉。

科恩马集团在上週五（13日）宣布，以2400万美元（约8895万令吉）收购ABLBio-Fuels有限公司及Asia Biofuels II有限公司。其中1200万美元（约4448万令吉）將以现金支付，另1200万美元以科恩马集团新股代替，预料在今年年底完成交易。

ABL Bio-Fuels有限公司及Asia Biofuels II有限公司，持有Impress乙醇有限公司72%股权，以及Impress Farming有限公司49%股权。前者为工业乙醇、乙醇燃料的生產及销售商，后者为製造乙醇用途的木薯供应商。

马银行金英投行分析员对这项投资看法正面，除了进军前景可期的再生能源领域，也可建立一个拥有经常性收入的生意模式。目前科恩马的业务以个別订单为主，收入相对较不稳定。

料带来1.9亿营业额

这项收购，对科恩马集团来说是个划算的投资，预料可为该公司带来1.17至1.90亿令吉的营业额。以每公升15-17泰銖（1.69-1.92令吉）的生產成本计算，对科恩马集团的净利贡献为1700万至2700万令吉（科恩马集团有效持股率72%）。

泰国政府支持国內乙醇（ethanol）生產，並对其价格进行管制。该国政府设定在2021年达到25%的再生能源比例的目標，並將乙醇產量由2013年的每天260万公升，提高至900万公升。

目前泰国共有21间生化乙醇工厂，產能为每天480万公升。

负债率方面，丰隆投行分析员表示，在4月份配售附加股完成后，公司的净负债率只有0.27倍，仍有融资的空间。

另外，英国的彼得伯勒（Peterborough）能源公园进度良好，预料能在2017年开始为科恩马集团带来经常性收入。

分析员也相信，国际油价下滑不会对处於下游业务的科恩马集团带来明显影响，並预料会得到来自边佳兰石油提炼和石化综合发展（RAPID）的合约。

马银行金英投行分析员维持科恩马集团「买进」的投资评级，以及1令吉的目標价；丰隆投行分析员也维持科恩马集团「买进」的投资评级，以及0.88令吉的目標价。【东方网财经】

icy97

與韓企設公司 科恩馬發展生物廢置

財經股市16 Mar 2015 23:00
（吉隆坡16日訊）科恩馬（KNM，7164，主要板工業）旗下子公司與韓國Hansol EME公司組成聯營公司Hansol科恩馬綠色科技私人有限公司，進行生物質廢棄物計劃。

科恩馬今日向馬證交所報備，旗下子公司科恩馬程序系統私人有限公司將組成聯營公司，該聯營公司主要負責項目是為生物質廢棄物計劃進行工程、採購和建造工作。

在這項聯營協議下，科恩馬持有40%股權，Hansol EME則持有剩余60%股權，后者為控股股東，負責聯營公司業務發展。

“這項合作協議，預計不會對公司截至今年底淨資產和負債帶來任何具體影響。”【中国报财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	Joint Venture Agreement between KNM Process Systems Sdn Bhd (“KNMPS”) and Hansol EME Co., Ltd (“Hansol”)
1.   INTRODUCTION KNM Group Berhad (“KNM”) is pleased to announce that on 16 March 2015, KNM’s wholly-owned subsidiary, KNM Process Systems Sdn Bhd (“KNMPS”) had entered into a Joint Venture Agreement (“JVA”) with Hansol EME Co., Ltd (“Hansol”) to inter alia set up a joint venture company called Hansol KNM Greentech Sdn. Bhd. (“HKG” or “JVCO”). 2.  INFORMATION ON KNMI/KNMRE/KNMPS, HANSOL AND JVCO KNMPS was incorporated on 28 June 1990. It is principally involved in the design, manufacture, assembly and commissioning of process equipment, pressure vessels, heat exchangers, skid mounted assemblies, process pipe systems, storage tanks, specialised structural assemblies and module assemblies and EPCC turnkey contracting for the oil, gas, petrochemical, power and renewable energy industries. Its authorised share capital is RM2,500,000,000 divided into2,500,000,000 ordinary shares of RM1.00 each and its issued and paid-up is RM1,600,000,000. Hansol EME Co. Ltd. is a company incorporated on 1 September 2001 and based in South Korea with its registered/business address at 12th Floor, First Tower, 55, Bundang-ro, Bundang-gu, Seongnam-si, Gyenoggi-do, 463-824, Korea. Hansol is primarily involved in engineering, procurement, construction and operation and maintenance of paper plant, incineration plant, WTE plant, Wastewater treatment plant, etc. More information can be obtained from their website at www.hansoleme.com/eng. The current Directors and Contributive Structure for the registered capital of Hansol (being a limited liability company) are as follows:- (a) Directors of Hansol: 1.   Doo Hoi Choi 2.   Han Chul Park 3.   Gu Su Joun 4.   Do Hyun Kim 5.   Hi Jun Cho 6.   Kyung Yuel Choi 7.   Jae Chul Ryu (b) Contributive Structure for Registered Capital  of  Hansol: Name: Amount of contribution (WON) Ratio of Capital (%) i.  Hansol Lighting Inc. 29,416,810,000 79.11 ii. Hansol Paper Co., Ltd 7,052,625,000 18.97 iii. Others 714,785,000 1.92 JVCO was incorporated on 16 March 2015 with an authorised share capital of RM1,000,000.00 divided into 1,000,000 ordinary shares of RM1.00 each and its issued and paid-up capital is currently RM2.00. JVCO's intended principal activities are the undertaking of engineering, procurement and construction of mutually identified biomass waste projects. 3.   SALIENT TERMS OF JVA (i)        KNMPS and Hansol (collectively “the Parties”) intends to invest in the JVCO on 40% KNMPS: 60% Hansol basis (“participation ratio”) and upon completion of the JVA, the paid up capital of JVCO shall be RM1,000,000.00 (“the Investment”). (ii)       Hansol shall act as the leader of the JVCO in the negotiation and successful implementation of any business opportunities of the JVCO, and to execute the overall management andcoordination of the Parties’ combined activities. (iii)      The Parties shall be responsible and liable in respect of the execution and completion ofworks, services or supplies to be performed or provided by the JVCO in relation to any business opportunities in proportion to their participation ratio. (iv)      The JVA may be terminated upon occurrence of the following events:- (a)       the Parties are not able to agree upon a mutually acceptable contract with the third party/customer involved in the business opportunity; (b)       the third party/customer involved in the business opportunity has terminated its contract with the Parties  provided there are no liabilities to be adjusted between the Parties; (c)       the contract with the third party/customer involved in the business opportunity has been fully performed in accordance with its terms and conditions, full and complete payment has been made thereon and all rights and liabilities of the said third party has terminated or expired and there are no liabilities to be adjusted between the Parties under the JVA; or (d)       the Parties agree in writing to terminate the JVA. 4.   DETAILS OF THE INVESTMENT KNMPS shall subscribe for 400,000 new shares in the JVCO at par value of RM1.00 each. The total subscription consideration shall be fully settled in cash through internally generated funds and/or shareholders’ advances. 5.   RATIONALE FOR THE JVA The JVCO will complement KNM’s existing engineering, procurement, construction and commissioning businesses to undertake specific projects with Hansol. 6.   FINANCIAL EFFECTS OF THE INVESTMENT 6.1  Share Capital       The JVA does not affect the share capital of KNM. 6.2  Earnings       The JVA is not expected to have any material effect on the consolidated earnings of KNM for the financial year ending 31 December 2015 although it is expected to contribute positively toKNMPS/KNM Group’s earnings in the future. 6.3  Substantial Shareholders’ Shareholdings        The JVA does not affect the shareholdings of the substantial shareholders in KNM. 6.4  Net Assets and Gearing        The JVA is not expected to have any material effect on the consolidated net assets and gearing ofKNM for the year ending 31 December 2015. 7.    RISK FACTORS The JVA is subject to certain risks mainly in the renewable energy industry. These include changes in general economic conditions such as, but not limited to inflation, taxation, foreign exchanges, interest rates, labour and material supply, changes in business and operating conditions such as, but not limited to government and statutory regulations and deterioration in prevailing market conditions. The JVA does not alter the risk profile of KNM as KNM Group is already operating in this industrys and hence would continue to be exposed to risk factors that they currently face whilst operating in the industry. Although KNM Group with its vast experience may undertake efforts to mitigate the various risks, there is no assurance that any change in the above factors will not have a material adverse effect on the business and operations of KNMPS/KNM Group. 8.   DIRECTORS’ STATEMENT Having considered all aspects of the JVA, the Board of Directors is of the opinion that the Investments are in the best interest of the Company. 9.   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 the JVA. 10.  CONDITION OF JVA The JVA is not subject to the approval of any governmental authority and/or the shareholders of KNM. 11.  DOCUMENTS FOR INSPECTION Details of JVA 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. 12.  HIGHEST PERCENTAGE RATIO The highest percentage ratio pursuant to paragraph 10.02(g) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad applicable to the Investment is 0.03%. This announcement is dated 16 March 2015.

icy97

Type	Reply to query
Reply to Bursa Malaysia's Query Letter - Reference ID	GG-150316-43381
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	SHARE PURCHASE AGREEMENT BETWEEN KNM RENEWABLE ENERGY SDN BHD AND FE GLOBAL/ASIA CLEAN ENERGY SERVICES FUND L.P., FEGACE ASIA SUB-FUND, L.P. AND GLOBAL CLEAN ENERGY CORP. SPC
Query Letter Contents	We refer to your Company's announcement dated 13 March 2015, in respect of the aforesaid matter. In this connection, kindly furnish Bursa Malaysia Securities Berhad ("Bursa Securities") with the following additional information for public release:- 1. The name of directors and major shareholders of FE Global/Asia Clean Energy Services Fund L.P., FEGACE Asia Sub-Fund, L.P. and Global Clean Energy Corp. SPC (collectively referred to as the "Vendors") together with their respective shareholdings. 2. Net assets and net profit/loss of ABL Bio-Fuels Limited, Asia Biofuels II Ltd, Impress Ethanol Co., Ltd and Impress Farming Co. Ltd based on the latest audited financial statements. 3. The detailed basis in deriving at the purchase consideration of USD24 million (equivalent to RM88.49 million) together with the justification. 4. Additional information on the consideration shares i.e. ranking, type, par value of the securities, whether listing will be sought for the consideration shares and further justification to issue the consideration shares with an issue price that is a 10% discount to the five (5) days weighted average price for trades done on the Bursa Securities. 5. To further clarify on the date on which the issue price of the consideration shares will be determined. 6. The details breakdown of the Vendors' entitlement in the consideration. 7. The prospects of the Proposed Acquisition.
Please refer to the attachment for the Company's full reply on the queries from Bursa Malaysia Securities Berhad in relation to the Share Purchase Agreement between KNM Renewable Energy Sdn Bhd and FE Global/Asia Clean Energy Services Fund L.P., FEGACE Asia Sub-Fund, L.P. andGlobal Clean Energy Corp. SPC. This announcement is dated 18 March 2015. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1906989

Attachments Announcement to Bursa Query Letter.pdf

icy97

擴大再生能源版圖‧科恩馬盈利看漲

2015-04-02 16:45      
（吉隆坡2日訊）科恩馬集團（KNM，7164，主板工業產品組）擴大再生能源業務版圖，獲分析員點讚，看好再生能源業務將在未來帶來越發顯著的盈利貢獻，並符合集團減低對工程相關收入依賴的改革步伐。

科恩馬集團日前宣佈，將以1千200萬美元現金和發行相等於1千200萬美元的新股，抑或總值2千400萬美元（8千848萬8千令吉）來收購ABL生物燃料和亞洲生物燃料公司的全部股權，並將通過兩期工程建設乙醇（Ethanol）廠，以進一步進軍再生能源領域。

豐隆研究對此感到正面，因這符合科恩馬集團將盈利重心從工程相關收入轉向永續收入的改革進程。

“以每公升平均售價25泰銖、每公斤木薯澱粉2.3泰銖、工廠使用率80%、7%融資成本和72%有效股權來看，我們預計第一期工程將為2016財政年帶來額外2千200萬令吉，或17%淨利貢獻。第二期工程則可能將產能倍增，若將首期工程納入考量，則將推高目標價1令吉零3仙。”

該證券行說，隨著邊佳蘭煉油及石油化學綜合發展計劃（RAPID）持續進行，預期工程流將持續，而科恩馬集團短期有望攫取部份煉油設施配套承包合約。

“若將英國彼得波勒（Peterborough）生物質能（Biomass）工程計算在內，我們預見再生能源將在未來對科恩馬集團帶來顯著盈利貢獻。”

有鑑於此，豐隆研究維持科恩馬集團“買進”評級不變，目標價則為88仙，但目標價仍未反映泰國和英國再生能源投資，並建議投資者可藉著俗稱“白表格”

的附加股權益表格，以更低的價格進場。（星洲日報／財經‧報道：洪建文）

哭哭鸟

KNM附加股，博得过
Friday, April 3, 2015
http://bblifediary.blogspot.com/2015/04/knm.html

KNM最近进行附加股计划，每持有2股KNM可认购1股附加股，而每2股附加股将免费送1股凭单（KNM-WB）。

昨天看见附加股的白表格（KNM-OR）以0.165至0.17的价位在交易，觉得这个附加股计划博得过。

KNM的附加股发售价为RM0.50，而新的KNM-WB转换价也已经定在RM1.00。

为什么我会说博得过呢？

首先来看看认购附加股所需的成本：

如果现在从市场以RM0.17（就当作买贵了）买进两股KNM-OR，所需的成本为RM0.34；

再加上认购两股附加股，所需要的成本是RM1.00；

那么，总成本 = RM0.34 + RM1.00 = RM1.34

（注：以上成本并不包括购买Bank Draft，Revenue Stamp和邮票的费用）

昨天KNM的闭市价格为RM0.655。

如果等到新股和KNM-WB上市当天KNM股价依然还维持在RM0.655的话，那么可以将两股新股以RM0.655卖掉，立刻可以拿回RM1.31，这几乎已经跟RM1.34的总成本持平了。

别忘了到时候还有1股KNM-WB在手，只要KNM-WB在开市当天以RM0.03交易的话，基本上就已经不盈不亏。

但是，KNM-WB有可能会只以RM0.03来交易吗？？？

不太可能咯！

看看KNM-WA，它目前的转换价是RM0.97，但却以RM0.16交易。

KNM-WB的价格应该会在RM0.13左右。



注意：这种玩法只适合那些对附加股有一定程度了结的投资者，新手别碰！


免责声明：
以上投资分析，纯属本人个人意见和观点。

在买进一家公司的股份前，请先做功课并了解该公司，任何人因看此文章而造成任何投资损失，本人恕不负责。切记，买卖自负！

CUTERABBITGROUP

黄金十年：再战科恩马
黄金十年 财经周刊 投资观点  2015-04-06 11:44
http://www.nanyang.com/node/692006?tid=884

白表格开始交易

本周科恩马（KNM）的白表格开始交易。

健诚对这只股票情有独钟，常常说，如果它重组成功，再得以推行其再生能源计划，那么前途无可限量。

我呢，则被它以前的“辉煌”历史吓怕了，宁可不沾这只股票。但是，近期的附加股的确是让我们赚了一些钱，经过一轮讨论之后，我们决定小量投资。

虽然其白表格在上周五收市时异军突起，涨至18仙，我们还是买入了1万股，每股18仙。

拜油价暴跌所赐，科恩马将附加股价钱定为50仙，比原先稍低。我们这1万股连白表格成本算在内是6830令吉。由于2附加股将送1张新凭单B，我们届时将会得到5000股免费凭单。

话说回来，健诚出席过几次科恩马的股东特大，虽然每一次都有股东在会议中漫骂（因为之前的投资亏了大本），让他听到很累。

大股东孤芳自赏

但有时也激赏大股东那种近乎孤芳自赏的傲气，或许科恩马的确有它曾经风光的日子，值得缅怀。但是目前虎落平阳，扪心自问，何时东方再起呢？

不过，其中董事部不甚愿意降低凭单的行使价，连续两个凭单都执意以1令吉为行使价，甚至在削减面值（成为50仙）时，也不考虑减低凭单A的行使价，可见其倔傲之处。

这次如果不是一名股东一再要求调低或持平凭单A的行使价，附加股进行之后，原本凭单A的行使价反而要提高呢！

免责声明：

除了股票基本面，本文内容纯属虚构，所有提及股项纯属学术上或经验上的建议，读者若有兴趣投资，应该自行深入研究或询问股票经纪才决定，盈亏自负。

我们鼓励通过正确的投资方式创造财富，文中的建议，都有一个完整的买卖纪录。

CUTERABBITGROUP

Type	Announcement
Subject	OTHERS
Description	New Orders Secured Year To Date/YTD2015 by KNM Process Systems Sdn Bhd amounting to approximately USD56.67 million (RM204.01 million)
1.        Introduction KNM Group Berhad (“KNM”) is pleased to announce that its wholly owned subsidiary, KNM Process Systems Sdn Bhd (“KNMPS”), had successfully secured new awards for YTD 2015, for about USD56.67 Million (equivalent to about RM204.01 million) for:- a.     Pengerang Integrated Petroleum Complex (“PIPC”) Project - from Toyo Engineering Corporation/Toyo Engineering & Construction Sdn Bhd/Toyo Thai Malaysia Sdn Bhd (“Toyo Group”), for supply of Columns, Reactors, Drums and Tanks totaling USD33.53 million and from Tecnicas Reunidas S.A/Tecnicas Reunidas Malaysia Sdn Bhd (“TR Group”), for supply of Reactors, Columns and Pressure Vessels totaling USD15.17 million. b.    Turkmengas Petrochemical Complex Project (“TGPC Project”) in Turkmenistan from Toyo Engineering Corporation Japan, for USD7.97 million for supply of Towers. The contract period for the above Projects runs between 12 months to 18 months. 2.        Directors' and major shareholders' interest None of the directors or major shareholders of KNM, or any persons connected to them, has any direct or indirect interest in the above Projects. 3.         Effect of the Projects The Projects are expected to contribute positively to KNM Group's earnings for the financial years ending 31 December 2015 and 2016. 4.        Risk Factors The Projects are subject to certain risks mainly in the power, oil and gas industries. These include changes in general economic conditions such as, but not limited to inflation, taxation, foreign exchanges, interest rates, labour and material supply, changes in business and operating conditions such as, but not limited to government and statutory regulations and deterioration in prevailing market conditions. The Projects do not alter the risk profile of KNM as KNM Group is already operating in these industries and hence would continue to be exposed to risk factors that they currently face whilst operating in the industry. Although KNM Group with its vast experience may undertake efforts to mitigate the various risks, there is no assurance that any change in the above factors will not have a material adverse effect on the business and operations of KNM and/or KNMPS. This announcement is dated 9 April 2015.

CUTERABBITGROUP

科恩马获2亿石油化学项目
财经  2015年04月09日
http://www.orientaldaily.com.my/index.php/business/cj215561

（吉隆坡9日讯）科恩马集团（KNM，7164，主板工业股）宣佈，其子公司KNM Process System私人有限公司获得一项石油中心项目及一项石油化学中心项目，总值5667万美元（相等於约2亿零401万令吉）。

科恩马集团在文告指出，KNM Process System是从Toyo集团（包括Toyo工程机构、Toyo工程及建筑公司和Toyo泰国大马公司）手中，获得一项边佳兰综合石油中心项目下的供应塔、反应器和油槽供应合约，总值3353万美元；及从Tecnicas Reunidas和Tecnicas Reunidas大马公司获得另一项反应器、供应塔和高压油船供应合约，总值1517万美元。

另外，KNM Process System公司亦从Toyo工程机构公司，获得一项位於土库曼斯坦石油化学中心项目的高塔供应合约，总值797万美元。

科恩马集团说，上述合约的执行期限介於12个月至18个月。上述项目將对该公司2015和2016財政年作出正面的净利贡献。

CUTERABBITGROUP

RAPID合約料陸續有來‧科恩馬財測有望達標
2015-04-10 18:00
http://biz.sinchew.com.my/node/113423

（吉隆坡10日訊）科恩馬集團（KNM,7164,主板工業產品組）獲頒1億7千460萬令吉邊佳蘭綜合石油中心（RAPID）合約，分析員看法正面，預期該公司可攫獲更多RAPID二手承包合約。

科恩馬昨日宣佈獲頒兩項各為1億2千萬和5千460萬令吉的為RAPID二手承包工程，另一項2千900萬合約來自土庫曼斯坦石化中心，合約期全為12至18個月。

豐隆研究說，該公司迄今獲RAPID總工程達12億令吉，由於已預計4年內可獲RAPID的22億工程，或者每年5億4千萬令吉工程，因此維持財測不變。

“獲得RAPID這項二手承包工程後，更多類似工程近期接踵而至，今後獲取提煉配套的二手承包工程機會高。”

該行認為2015財政年的盈利預測可達致，預計這個財政年從RAPID獲2億7千萬令吉營業額，更多RAPID相關工程將於下半年獲得。

科恩馬也競標其他提煉業務的二手承包配套，包括儲油場的設計、採購、建築和試運（EPCC）工程。

與韓開拓生物質量計劃豐隆說，最近科恩馬與韓國Hansol EME公司以60%及40%股權比例設立再生能源公司，開拓生物質量計劃，預料競標1億至3億令吉工程。

“科恩馬競標多項生物質量工程，包括英國的彼得伯勒生物質量工程，預期未來獲再生能源可觀的循環收入。”

豐隆研究維持“買進”評級，目標價88仙不變；目標價未把英國彼得伯勒生物質量工程和泰國再生能源業務計算在內。（星洲日報／財經）

sp13501

哭哭鸟 发表于 5-4-2015 12:01 AM
KNM附加股，博得过
Friday, April 3, 2015
http://bblifediary.blogspot.com/2015/04/knm.html

错过买 OR 机会了，现在不敢买 。。。等新股、新 WB挂牌再看了 。。。

icy97

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) FUND RAISING
Description	KNM GROUP BERHAD (“KNM” OR "COMPANY") RENOUNCEABLE RIGHTS ISSUE OF UP TO 430,431,442 NEW ORDINARY SHARES OF RM0.50 EACH IN KNM GROUP BERHAD (“KNM”) (“KNM SHARE(S)” OR “SHARE(S)”) (“RIGHTS SHARE(S)”) ON THE BASIS OF 1 RIGHTS SHARE FOR EVERY 5 EXISTING KNM SHARES HELD AS AT 5.00 P.M. ON FRIDAY, 27 MARCH 2015, TOGETHER WITH UP TO 215,215,721 NEW FREE DETACHABLE WARRANTS (“WARRANT(S) B”) ON THE BASIS OF 1 WARRANT B FOR EVERY 2 RIGHTS SHARES SUBSCRIBED FOR, AT AN ISSUE PRICE OF RM0.50 PER RIGHTS SHARE (“RIGHTS ISSUE WITH WARRANTS”)
The terms used herein shall, unless the context otherwise stated, bear the same meaning as those defined in the earlier announcement dated 17 October 2014 in relation to the Rights Issue with Warrants. We refer to the announcements dated 17 October 2014, 12 November 2014, 24 November 2014, 17 February 2015, 3 March 2015 and 13 March 2015 in relation to the Rights Issue with Warrants. On behalf of KNM, Affin Hwang IB wishes to announce that as at the close of acceptance and payment for the Rights Issue with Warrants at 5.00 p.m. on 13 April 2015, the total valid acceptances and excess applications received for the Rights Issue with Warrants were 525,525,594 Rights Shares, representing an over subscription of 202,367,904 Rights Shares or approximately 62.62% over the total of 323,157,690 Rights Shares available for subscription under the Rights Issue with Warrants, the details of which are as follows: No. of Rights Shares % of total Rights Shares Valid acceptances 307,440,134 95.14 Valid excess applications 218,085,460 67.48 Total valid acceptances and excess applications 525,525,594 162.62 Total Rights Shares available for subscription pursuant to the Rights Issue with Warrants 323,157,690 100.00 Over subscription 202,367,904 62.62 Successful applicants will be given 1 Warrant B for every 2 Rights Shares subscribed for. The minimum number of Warrants B that can be issued and allotted with the accepted Rights Shares is 1 Warrant B. Applicants who subscribed for 1 Rights Share will not be entitled to any free Warrant B. In order to be entitled for 1 free Warrant B, applicants would have to subscribe for a minimum of 2 Rights Shares. Fractions of a Warrant B will be dealt with by the Board as it may deem fit, expedient and in the best interest of the Company. Following the above and as stated in the Abridged Prospectus dated 27 March 2015, the Board reserves the right to allot the excess Rights Shares with Warrants B applied for by the Entitled Shareholders for the Rights Issue of Warrants and/or their renouncee(s) in a fair and equitable manner, on such basis as it may deem fit or expedient and in the best interest of the Company. The basis for allotment of the excess Rights Shares with Warrants B is set out below:- firstly, to minimise the incidence of odd lots; secondly, for allocation to Entitled Shareholders who have applied for the excess Rights Shares with Warrants B on a pro-rata basis and in board lots, calculated based on their respective shareholdings as at the Entitlement Date; thirdly, for allocation to Entitled Shareholders who have applied for the excess Rights Shares with Warrants B on a pro-rata basis, calculated based on the quantum of their respective excess Rights Shares with Warrants B application; and finally, for allocation to the renouncee(s) (if applicable) who have applied for the excess Rights Shares with Warrants B on a pro-rata basis, calculated based on the quantum of their respective excess Rights Shares with Warrants B application. The Rights Shares with Warrants B will be allotted on 22 April 2015 and expected to be listed and quoted on the Main Market of Bursa Malaysia Securities Berhad on 27 April 2015. This announcement is dated 17 April 2015.

icy97

KNM GROUP BERHAD

Kindly be advised that KNM’s additional 323,157,690 new ordinary shares of RM0.50 each issued pursuant to the Rights Issue and the additional 28,754,970 Warrants 2012/2017 issued arising from adjustment pursuant to the Rights Issue will be granted listing and quotation with effect from 9.00 a.m., Monday, 27 April 2015.

Kindly also be advised that KNM’s 161,578,504 New Warrants issued pursuant to the Rights Issue will be admitted to the Official List of the Exchange and the listing and quotation of the New Warrants on the Main Market under the “Industrial Products” sector, will be granted with effect from 9.00 a.m., Monday, 27 April 2015.

The Stock Number, Stock Short Name and ISIN Code of the New Warrants are "7164WB", "KNM-WB" and "MYL7164WBU41” respectively.

icy97

Instrument Category	Securities of PLC
Instrument Type	Warrants
Description	ADJUSTMENTS TO THE EXERCISE PRICE AND THE NUMBER OF OUTSTANDING WARRANTS 2012/2017 (WARRANT(S) A) OF KNM GROUP BERHAD (KNM) IN ACCORDANCE WITH THE PROVISIONS OF THE DEED POLL DATED 4 OCTOBER 2012 (ADJUSTMENTS) PURSUANT TO THE RENOUNCEABLE RIGHTS ISSUE OF UP TO 430,431,442 NEW ORDINARY SHARES OF RM0.50 EACH IN KNM (KNM SHARE(S) OR SHARE(S)) (RIGHTS SHARE(S)) ON THE BASIS OF 1 RIGHTS SHARE FOR EVERY 5 EXISTING KNM SHARES HELD AS AT 5.00 P.M. ON 27 MARCH 2015, TOGETHER WITH UP TO 215,215,721 NEW FREE DETACHABLE WARRANTS (WARRANT(S) B) ON THE BASIS OF 1 WARRANT B FOR EVERY 2 RIGHTS SHARES SUBSCRIBED FOR, AT AN ISSUE PRICE OF RM0.50 PER RIGHTS SHARE (RIGHTS ISSUE WITH WARRANTS)

Listing Date	20 Nov 2012
Issue Date	16 Nov 2012
Issue/ Ask Price	Not Applicable
Issue Size Indicator	Unit
Issue Size in Unit	517,675,629
Maturity	Mandatory
Maturity Date	15 Nov 2017
Revised Maturity Date
Name of Guarantor	Not Applicable
Name of Trustee	Not Applicable
Coupon/Profit/Interest/Payment Rate	Not Applicable
Coupon/Profit/Interest/Payment Frequency	Not Applicable
Redemption	Not Applicable
Exercise/Conversion Period	5.00   Year(s)
Revised Exercise/Conversion Period	Not Applicable
Exercise/Strike/Conversion Price	Malaysian Ringgit (MYR)   1.0000
Revised Exercise/Strike/Conversion Price	Malaysian Ringgit (MYR)   0.9800
Exercise/Conversion Ratio	1:1
Revised Exercise/Conversion Ratio	Not Applicable
Mode of satisfaction of Exercise/ Conversion price	Cash
Settlement Type/ Convertible into	Physical (Shares)

Remarks :

Reference is made to the Companys earlier announcements, Circular dated 27 November 2014, Abridged Prospectus dated 27 March 2015 and the Notice to Holders of Warrant A dated 15 April 2015 in relation to the Rights Issue with Warrants (collectively referred to as Documents). Unless otherwise stated, defined terms in this announcement shall carry the same meanings as defined in the Documents. The Issue Size of 517,675,629 is computed based on the original Issue Size of the Warrants A of 488,920,659 plus the 28,754,970 Additional Warrants A issued pursuant to the Adjustments.The current total outstanding Warrants stood at 488,920,659. After the Adjustments, the enlarged number of Warrants A is 517,675,629. The 28,754,970 Additional Warrants A will be listed and quoted on the Main Market of Bursa Malaysia Securities Berhad simultaneously with the Rights Shares and Warrants B on 27 April 2015.

---

Announcement Info

Company Name	KNM GROUP BERHAD
Stock Name	KNM-WA
Date Announced	24 Apr 2015
Category	Listing Information and Profile
Reference Number	LIP-24042015-00002

icy97

Instrument Category	Securities of PLC
Instrument Type	Warrants
Description	Free detachable Warrants B issued pursuant to the Rights Issue with Warrants (as defined below)

Listing Date	27 Apr 2015
Issue Date	22 Apr 2015
Issue/ Ask Price	Not Applicable
Issue Size Indicator	Unit
Issue Size in Unit	161,578,504
Maturity	Mandatory
Maturity Date	21 Apr 2020
Revised Maturity Date
Name of Guarantor	Not Applicable
Name of Trustee	Not Applicable
Coupon/Profit/Interest/Payment Rate	Not Applicable
Coupon/Profit/Interest/Payment Frequency	Not Applicable
Redemption	Not Applicable
Exercise/Conversion Period	5.00   Year(s)
Revised Exercise/Conversion Period	Not Applicable
Exercise/Strike/Conversion Price	Malaysian Ringgit (MYR)   1.0000
Revised Exercise/Strike/Conversion Price	Not Applicable
Exercise/Conversion Ratio	1:1
Revised Exercise/Conversion Ratio	Not Applicable
Mode of satisfaction of Exercise/ Conversion price	Cash
Settlement Type/ Convertible into	Physical (Shares)

Remarks :

The Warrants B (as defined below) are issued to the entitled shareholders of KNM pursuant to the renounceable rights issue of up to 430,431,442 new ordinary shares of RM0.50 each in KNM (KNM Share(s) or Share(s)) (Rights Share(s)) on the basis of 1 Rights Share for every 5 existing KNM Shares held as at 5.00 p.m. on 27 March 2015 together with up to 215,215,721 new free detachable warrants (Warrant(s) B) on the basis of 1 Warrant B for every 2 Rights Shares subscribed for, at an issue price of RM0.50 per Rights Share (Rights Issue with Warrants).Each Warrant B carries the entitlement to subscribe for 1 KNM Share at the exercise price of RM1.00 and at any time during the exercise period indicated above (Exercise Period), subject to the adjustments in accordance with the provisions of the Deed Poll dated 13 March 2015 constituting the Warrants B. Any Warrants B not exercised during the Exercise Period will thereafter lapse and cease to be valid for any purpose.

---

Announcement Info

Company Name	KNM GROUP BERHAD
Stock Name	KNM-WB
Date Announced	24 Apr 2015
Category	Listing Information and Profile
Reference Number	LIP-24042015-00001

CUTERABBITGROUP

科恩馬英廠房計劃受關注
2015-04-26 19:23
http://biz.sinchew.com.my/node/114329?tid=8#ixzz3YYikASML

永平讀者范先生問：

科恩馬（KNM，7164，主板工業產品股）：

（1）該公司業務狀況如何？

（2）前景如何？

（3）過往的派息記錄？

（4）目標價是多少？

答：（1）市場人士一般關注科恩馬的英國彼得伯勒（Peterborough）再生能源廠房的展望與進展，及國油新山的煉油與石油化工綜合發展計劃（RAPID）的潛在攫取新合約的發展，有必要進一步跟進。

英國再生能源廠房首階段工程預計需要1億英鎊，料在2017年次季完成，料在同年第四季作出盈利貢獻。至2014年杪時，該公司手握訂單為50億令吉，可供公司忙碌兩年。

（2）有關該公司一些最新業務發展情況與前景，甫於2015年3月中，該公司宣佈與韓國Hansol EME成立聯營公司，合作進軍生物質廢料的工程設計、採購及施工等、以便把固體廢料轉化為再生能源廠所使用的原料。該公司持有聯營公司40%股權，合作伙伴持有其餘的60%股權。

接著在今年3月杪，該公司宣佈到泰國進軍再生能源乙醇（酒精）市場，包括2個發展階段，即第一個階段的產能為每天生產20萬公升，料在2015年第四季完成及在2016年全面投入營運。而第二階段則擁有相同產能及需要12個月建設。

第一階段股份投資約為8千900萬令吉，料可在少過5年光景即可取回投資。分析員認為可為公司帶來重复收入。總結證券研究評論，他們對上述新業務發展都給予正面評語。

豐隆研究在3月杪的報告指出，該行給它的目標價為88仙，或等於2016年財政年預測本益比11倍，惟沒有包括英國彼得伯勒能源工業園及泰國再生能源的投資在內。

（3）資料顯示，過去11年（2004年至2014年），該公司從2004年12月31日為止財政年至2007年的4年裡，都有派發股息，每次派發的股息介於3仙至5仙。

惟從2008年至2014年的7年裡，該公司就沒有再派發任何股息。

（4）這裡有兩家證券研究對科恩馬作出最新的評估建議及目標價；即馬銀行研究在今年3月17日宣佈，建議“買進”評級及給予1令吉的目標價，當時的市價為72仙。

另一方面，豐隆研究則甫於今年3月31日報告中，建議“買進”評級，目標價為88仙（當時市價為66.5仙）。上述建議僅供參考。（星洲日報／投資致富‧投資問診‧文：李文龍）

APULA

科恩馬-WB首登場 母子交投火熱走勢各異
財經股市27 Apr 2015 17:55
http://www.chinapress.com.my/node/617696

（吉隆坡27日訊）首日登場的憑單科恩馬-WB（KNM-WB，7164WB，主要板憑單）雖與母股科恩馬（KNM，7164，主要板工業）交投火熱，為十大熱門股，走勢卻南轅北轍。

科恩馬-WB盤中勁揚45%或22.5仙至23仙；科恩馬則一度挫跌0.6%或4仙至65仙。

科恩馬-WB以22仙開盤，即猛漲21.5仙，並在10時23分飆升22.5仙或45%至23仙，休市暫掛22仙，漲幅為21.5仙，為十大上升股，半日成交量2691萬6000股。

科恩馬-WB午盤漲勢依然凌人，截至下午4點半報22仙，起21.5仙，成交量3779萬3700股。

至于科恩馬則全日處跌勢，以65仙開盤，即下滑4仙，以65.5仙掛休，滑落3.5仙，半日成交量3373萬1200股。科恩馬午盤繼續走低，截至下午4點半報64.5仙，跌4.5仙，成交量4489萬9400股。

科恩馬與科恩馬-WB雙雙為十大熱門股。

該公司早前建議，每5股配售1附加股，附加股發售價為50仙，再以每認購2股附加股獲送1憑單。

magpie9

错过了之前的附加股,会有什么影响吗?

Norman_chng86

knm 7164 第一季业绩报告出炉！
起伏达到100%，出乎意料之外！年报还没出炉，不过经过计算比前年增长了将近90%，相信会在28号出炉！
hl bank 给予买进 0.88
may bank 给予买进 1.00
这些还不包括knm 在泰国和英国的最新业务评估！

一切买卖自负

icy97

售澳業務成本降‧科恩馬首季淨利漲147%

2015-05-22 11:27      
（吉隆坡21日訊）歸功於脫售澳洲營運臂膀，以及營運成本降低，科恩馬集團（KNM,7164,主板工業產品組）截至2015年3月31日止第一季淨利大漲147.33%至3千505萬2千令吉。

首季營業額則因低進度工程兌現不起反跌，挫30.27%至3億4千437萬7千令吉。

該公司發文告表示，董事部對現財政年其餘季度財務表現仍感到樂觀，其中亞洲和大洋洲環節料因邊佳蘭綜合中心（PIC）工程訂單持續改善，而歐洲和美洲業務也將持續取得盈利。（星洲日報／財經）

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2015

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

1	Revenue	344,377	493,899	344,377	493,899
2	Profit/(loss) before tax	53,908	23,251	53,908	23,251
3	Profit/(loss) for the period	34,791	13,637	34,791	13,637
4	Profit/(loss) attributable to ordinary equity holders of the parent	35,052	14,172	35,052	14,172
5	Basic earnings/(loss) per share (Subunit)	2.17	0.97	2.17	0.97
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 ($$)	1.2800		1.3200

CUTERABBITGROUP

分析员：长期合约支撑 宜买入涉生产链油气股财经
新闻 财经 2015-05-26 11:21
http://www.nanyang.com/node/703154?tid=462

（吉隆坡25日讯）在油气领域持续低迷之际，分析员建议投资在涉足生产链的股项，因为这类股对油价波动及业者削减资本开销的敏感度相对较低，同时也有长期合约作支撑。

马银行投行认为，投资者对油气领域的兴趣，仍取决于油价的走势，预计市场会出现短期疲态。

“特别是6至7月份的供需失衡，料使油价波动。”

石油输出国组织（OPEC）将在6月5日开会，惟预计不会作出任何有利于油价走势的宣布。

“OPEC料决定维持市占率，因此不太可能会减产。另外，伊朗的制裁可能会被撤销，料为今年杪市场捎来每日20万至30万桶的产量。”

这两个进展，均会导致未来油价持续波动。

评级维持增持

分析员维持领域“增持”的评级，并建议投资在已涉足生产链的油气股。

“因已投产的业者，对油价波动及业者削减资本开销的敏感度较低，且还有稳健的长期合约可作支撑。”

分析员进一步解释，该些合约较不容易被“重新协商”及“取消”，例如浮式生产储卸油轮业务（FPSO）和储油终站合约。

对此，分析员建议买进布米阿马达（ARMADA，5210，主板贸服股）、云升控股（YINSON，7293，主板贸服股）、戴乐集团（DIALOG，7277，主板贸易服务股）和科恩马（KNM，7164，主板工业产品股）。

国油股息上缴取决净利

早前，国家石油（Petronas）将原油预测设在每桶55美元，预示前景挑战依旧。

国油首季上缴40亿令吉的股息，相等于今年260亿令吉总股息的15%。

未来，国油上缴政府的股息，很大程度上将取决于净利表现，而且，国油也已表明，不会像以往般交付一笔既定的金额。

马银行投行认为，这是一个更谨慎的方案，因国油需要保留净利，用作再投资活动和管理现金流。