【PHARMA 7081 交流专区】发马

icy97

PHARMANIAGA BERHAD

EX-date	30/05/2013
Entitlement date	03/06/2013
Entitlement time	05:00:00 PM
Entitlement subject	First Interim Dividend
Entitlement description	First Interim Dividend - Single Tier 7.5 sen
Period of interest payment	to
Financial Year End	31/12/2013
Share transfer book & register of members will be	03/06/2013 to 03/06/2013 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Tricor Investor Services Sdn Bhd Level 17, The Gardens North Tower Mid Valley City, Lingkaran Syed Putra 59200 Kuala Lumpur Tel No. 03-22643883
Payment date	28/06/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	03/06/2013
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	0.075

icy97

首季符預期‧發馬業務料持穩

熱股評析  2013-05-17 17:50
（吉隆坡17日訊）發馬（PHARMA，7081，主板貿服組）2013財政年第一季財報符預期，分析員相信在攫取更多私人領域市佔率，以及庫存水平合理化等情況下，未來業務表現料相對穩定，看好股價有望進一步增長。

豐隆研究表示，發馬2013財政年首季5億零30萬令吉營業額，以及2千480萬令吉核心淨利表現符合預期，因首季向來交出相對強勁財報表現。

首季營業額增長主要由政府醫院特許經營權，以及私人領域需求帶動，但營運盈利（EBITDA）卻相對持平，歸咎於壞賬撥備和低盈利賺益拖累，整體賺益下跌1.3%至10.9%，而按季營運盈利增長36.3%，賺益在納入1千490萬令吉的一次性調整後為8.3%。

淨利目標不變

不過，未計利息、稅項、折舊及攤銷前（EBIT）賺益因IDAMAN發馬製造（IPMSB）新債代舊債協議將從2012年第二季至2014年1月按月帶來每季690萬令吉的折舊影響，因此按年萎縮11.8%至4千零70萬令吉。

但該證券行說，發馬成功合理化其庫存水平帶來1千840萬令吉盈利，因此將有效降低IPMSB為物流部門帶來的未兌現產品盈利，從現有的2千940萬令吉減至1千100萬令吉，因此維持2013至2015財政年7千萬令吉、1億零300萬令吉和1億零800萬令吉淨利目標不變。

“雖然發馬股價表現良好，但我們看好其具備印尼製造臂膀擴充、企業活動（分股或紅股）、私人領域機會和穩定季度派息等催化因素，維持其｀買進’評級，目標價從9令吉17仙提高至10令吉92仙。＂（星洲日報／財經）

icy97

PHARMANIAGA BERHAD

EX-date	31/05/2013
Entitlement date	04/06/2013
Entitlement time	05:00:00 PM
Entitlement subject	Others
Entitlement description	Share split involving the subdivision of every one (1) existing ordinary share of RM1.00 each in Pharmaniaga Berhad (“Pharmaniaga”) into two (2) ordinary shares of RM0.50 each in Pharmaniaga (“Subdivided Share(s)”) (“Share Split”)
Period of interest payment	to
Financial Year End
Share transfer book & register of members will be	04/06/2013 to 04/06/2013 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Tricor Investor Services Sdn Bhd Level 17, The Gardens North Tower Mid Valley City Lingkaran Syed Putra 59200 Kuala Lumpur Tel No.        : +603 2264 3883
Payment date
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	04/06/2013
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	Ratio
Ratio	2 : 1
Rights Issues/Offer Price

icy97

PHARMANIAGA BERHAD

EX-date	31/05/2013
Entitlement date	04/06/2013
Entitlement time	05:00:00 PM
Entitlement subject	Bonus Issue
Entitlement description	Bonus issue of 23,534,794 new ordinary shares of RM0.50 each in Pharmaniaga Berhad (“Subdivided Share(s)”) (“Bonus Share(s)”) after the Share Split on the basis of one (1) Bonus Share for every 10 Subdivided Shares held (“Bonus Issue”)
Period of interest payment	to
Financial Year End
Share transfer book & register of members will be	04/06/2013 to 04/06/2013 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Tricor Investor Services Sdn Bhd Level 17, The Gardens North Tower Mid Valley City Lingkaran Syed Putra 59200 Kuala Lumpur Tel No.        : +603 2264 3883
Payment date
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	04/06/2013
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	Ratio
Ratio	1 : 10
Rights Issues/Offer Price

icy97

携手Modern建厂 发马进军沙地药剂业

财经新闻 财经  2013-05-22 10:47
（吉隆坡21日讯）发马（Pharma，7081，主板贸服股）与Modern医疗保健方案有限公司（简称Modern）签署联营协议，在沙地阿拉伯联营药剂业务。

据发马呈交予马交所的文告，该联营公司或名为Modern-Pharma有限公司，而发马和Modern分别持股50%。

发马称：“这联营公司的初期期限为15年，期限由企业注册日期开始生效。”

透过成立联营公司，双方将在沙地阿拉伯利雅得的Sudair经济城，兴建及管理一家药剂制造厂。

此外，该联营公司也将生产、行销和供应医疗保健产品与服务至中东国家和北非地区。

发马董事经理拿督法西拉恩兰说：“此联营计划是发马的部分长期策略，即透过参与中东与北非的增长机会，扩充国际药剂业务。”

看好中东非洲

Modern是Modern工业投资控股集团的子公司，后者是家业务多元化的工业集团，业务涵盖石化、采矿、医疗保健和电讯领域。

因此，透过与Modern合伙，发马将可依赖Modern的经验与成就，参与沙地阿拉伯的商机。

丰隆投资研究分析员对上述消息表示欢迎，他说：“这是正面进展，稍微带来惊喜，因发马成功落实2011年10月份所签署的合作备忘录。”

他补充，随着经济趋稳，中东和非洲医疗保健市场预计将大增。

根据联营计划，发马需为其50%股权投资50万沙特里亚尔（约40万2000令吉），分析员表示，发马可轻易透过内部资金来融资。

股票拆细派息7.5仙

发马昨日也宣布将进行一项股票分拆活动，将每股面值1令吉的普通股，分拆为两股普通股，每股面值50仙。

完成股票分拆活动后，发马将以10送1的比例派送红股，即每持有10股分拆后普通股的股东，将能获得1股红股。

该公司表示，这两项企业活动的除权日，皆落在的5月31日。

发马宣布派发每股7.5仙首项中期股息，除权日为5月30日。

相信是受到多项利好因素的激励，发马今天的股价积极攀升，闭市时报9.70令吉，大起59仙或6.48%，成交量有21万股。[南洋网财经]

PHARMANIAGA BERHAD

Type	Announcement
Subject	OTHERS
Description	PHARMANIAGA BERHAD ("PHARMANIAGA" OR "COMPANY") PROPOSED JOINT VENTURE WITH MODERN HEALTHCARE SOLUTIONS COMPANY LIMITED ("MODERN") FOR THE CONSTRUCTION AND OPERATION OF A PHARMACEUTICAL MANUFACTURING PLANT IN THE KINGDOM OF SAUDI ARABIA ("PROPOSED JOINT VENTURE")
The Board of Directors of Pharmaniaga ("Board") wishes to announce that, Pharmaniaga had entered into a joint venture agreement ("JVA") with Modern on 18 May 2013 (Pharmaniaga and Modern are collectively referred to as the "Parties" or "Shareholders") to form and operate a joint venture limited liability company ("JV Company") in the Kingdom of Saudi Arabia ("KSA"). Upon incorporation of the JV Company, each Party will have a 50% equity interest in share capital of the JV Company. This announcement is dated 20th May 2013.

Attachments Pharmaniaga-JVModern.pdf

利好帶動發馬漲59仙

財經股市21 May 2013 22:00
（吉隆坡21日訊）發馬（PHARMA，7081，主要板貿易）宣布紅股將在本月底除權，加上藥劑製造臂膀業務將擴展至沙地阿拉伯，股項早盤勁漲64仙成為十大上升股之冠。

隨著該股宣布紅股及分拆股票除權日，券商預計該股在分拆股票后價格將會是4.14令吉，分拆后目標價為4.96令吉。

受各種消息提振，發馬延續連日來的氣勢如虹，開市即揚10仙至9.21令吉，過后股價節節高漲，以早盤最高價9.75令吉休市時，漲幅高達64仙，榮登漲幅最多股項。

折股後價格RM4.11

該股午盤持續發威，甫開市即接近10令吉水平，盤中最高9.99令吉，漲88仙。閉市時，掛9.70令吉，漲59仙，成交量21萬股。

發馬日前透過馬證交所報備一系列企業活動，其中包括公布紅股及拆股除權日，並宣布將聯營藥劑製造臂膀業務擴展至沙地阿拉伯。

豐隆投資研究分析主管劉乙勰在報告中指出，發馬將在聯營公司中持50%股權，其中約40萬令吉資本可使用內部資金。

他指出，隨著經濟成長，這項計劃料從西亞及非洲醫療市場蓬勃發展中受惠。

“弗倫斯蘇利文（Frost & Sullivan）曾有報告預測，沙地阿拉伯醫療開銷料在2015年達到369億美元（約1107億令吉）規模，阿聯酋則可在2016年達到213億美元（約639億令吉）。”

在發馬完成紅股及拆股計劃前，豐隆投資研究給予該股10.92令吉目標價，完成計劃后股價料達4.11令吉，屆時目標價將會是4.96令吉。[中国报财经]

icy97

PHARMANIAGA BERHAD

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) COMBINATION OF NEW ISSUE OF SECURITIES
Description	PHARMANIAGA BERHAD (“PHARMANIAGA” OR “COMPANY”) (I)        SHARE SPLIT INVOLVING THE SUBDIVISION OF EVERY 1 EXISTING ORDINARY SHARE OF RM1.00 EACH IN PHARMANIAGA INTO 2 ORDINARY SHARES OF RM0.50 EACH IN PHARMANIAGA (“SUBDIVIDED SHARE(S)”) (“SHARE SPLIT”); AND (II)        BONUS ISSUE OF 23,534,794 NEW SUBDIVIDED SHARES (“BONUS SHARE(S)”) AFTER THE SHARE SPLIT ON THE BASIS OF 1 BONUS SHARE FOR EVERY 10 SUBDIVIDED SHARES HELD (“BONUS ISSUE”)
We refer to the Company’s announcement dated 18 February 2013, 8 March 2013, 12 March 2013, 3 April 2013 and 20 May 2013 in relation to the Share Split and Bonus Issue. AFFIN Investment Bank Berhad on behalf of the Board of Directors of Pharmaniaga, wishes to announce that based on the entitlement date of 4 June 2013: (i)  the number of Subdivided Shares to be listed and quoted on 5 June 2013 is 235,347,938 Subdivided Shares pursuant to the Share Split; and (ii) the number of Bonus Shares to be listed and quoted on 5 June 2013 is 23,534,794 new Subdivided Shares pursuant to the Bonus Issue after the Share Split. For information purposes, the enlarged issued and paid-up ordinary share capital of Pharmaniaga will be 258,882,732 Subdivided Shares as at 4 June 2013 pursuant to the Share Split and Bonus Issue. The above will take effect from 9.00 a.m. on Wednesday, 5 June 2013, being the next market day immediately after the entitlement date for the Share Split and Bonus Issue on Tuesday, 4 June 2013. This announcement is dated 4 June 2013.

icy97

特许权业务订单放缓　发马次季净利挫62%

財经 2013年8月16日
（吉隆坡16日讯）由于特许经营业务的订单减缓，加上认列呆帐和提高旧存货的拨备金，发马（PHARMA，7081，主板贸服股）2013財政年次季（截至6月30日止）净利按年下跌62.4%，至587万令吉，去年同期则是1570万令吉。       

与此同时，该集团今年次季营业额按年也呈跌，从去年同期的4亿5674万令吉，下滑4.18%，至4亿3763万令吉。

至于今年上半年的净利，按年减少30.98%，从去年同期的4439万令吉，跌至3064万令吉；不过，营业额却按年成长3.82%，至9亿3797万令吉，相比去年同期的9亿零348万令吉。

该集团今年首6个月的每股盈利为11.8仙，而每股净资產则达1.86令吉。

基于集团取得表现，同时配合集团要提升股东价值的政策，董事局宣布派发每股3.4仙的股息，令集团今年至今派发的股息共达6.8仙，派发总额为1770万令吉。

发马主席丹斯里拿督斯里洛丁沃卡马鲁在文告中说，「我们在今年初表现强稳，但第二季业绩则被拉低，主要因为特许经营业务的订单减缓，以及面对呆账与提高陈旧存货的拨备金。特许经营业务的销量下滑导致上半年盈利受到打击。」

他补充说，「儘管盈利受挫，但我们仍有信心改善现財政年其余季度的表现。

为確保我们的盈利表现维持强稳，我们需巩固绩效及管理存货与生產水平。」

正面看待印尼营运

另一方面，他也在文告中指出，集团正面看待印尼的营运，並计划提升该市场的业务。

同时，该集团最近与Modern Healthcare Solutions私人有限公司签署联营合约，以在沙地阿拉伯建造与管理一座药剂厂房。

此外，发马也乐观看待最近获得的欧盟验证，相信其將吸引来自欧盟的跨国公司，有望在未来数年获得制造合约。[东方日报财经]

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2013	30/06/2012	30/06/2013	30/06/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	437,633	456,737	937,972	903,482
2	Profit/(loss) before tax	9,605	27,618	46,529	70,573
3	Profit/(loss) for the period	6,171	16,077	31,324	45,138
4	Profit/(loss) attributable to ordinary equity holders of the parent	5,865	15,713	30,636	44,398
5	Basic earnings/(loss) per share (Subunit)	2.27	6.07	11.83	17.15
6	Proposed/Declared dividend per share (Subunit)	3.41	3.41	6.82	6.82
		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 ($$)	1.8600		1.8200

Remarks :

The weighted average number of ordinary shares for the purpose of the computation of the basic earnings per share, dividend per share and net assets per share had been adjusted retrospectively to reflect the Company's share split and bonus issue which were completed on 5 June 2013.

icy97

PHARMANIAGA BERHAD

EX-date	30/08/2013
Entitlement date	03/09/2013
Entitlement time	05:00:00 PM
Entitlement subject	Second interim dividend
Entitlement description	Second Interim Dividend - Single Tier 3.41 sen
Period of interest payment	to
Financial Year End	31/12/2013
Share transfer book & register of members will be	03/09/2013 to 03/09/2013 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Tricor Investor Services Sdn Bhd Level 17, The Gardens North Tower Mid Valley City, Lingkaran Syed Putra 59200 Kuala Lumpur Tel No. 03-22643883
Payment date	24/09/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	03/09/2013
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	0.0341

icy97

半年淨利下跌‧發馬第三季料好轉

熱股評析  2013-08-20 17:15
（吉隆坡20日訊）發馬（PHARMA，7081，主板貿服組）上半年核心淨利按年跌21.4%至4千440萬令吉，豐隆研究認為第三季需求將告增，主要是很多政府醫院7月才獲新的財政撥款。

豐隆喜愛該股的多項催化因素包括在印尼擴展藥物製造、在沙地阿拉伯建造與管理藥劑廠、最近獲得的歐盟驗證、未來數年有望獲製造合約，以及在私人領域也契機無限，慷慨的派息政策等。

“發馬若在非特許經營和私人領域獲市佔率，從併購獲協作效益，有利的外匯情況與有效益的營運策略，將有助催化估值調整。”

第二季營業額按年挫4.2%、按季跌12.5%，主要是政府的特許經營低迷業務週期；不過，相信7月獲財政新撥款後，需求將告增。

上半年營運盈利按年跌14.6%，賺益跌1.9%，至9.1%，來自物流與發配業務的高人力成本是主要拖累。

發馬建議每股派3.41仙中期股息，迄今已派6.82仙股息，預料全年可保持上財政年派15.9仙股息紀錄。

維持發馬“買進”評級，目標價由4令吉96仙調高至5令吉32仙。（星洲日報／財經）

icy97

icy97 发表于 3-4-2013 03:37 AM
鞏固印尼製藥地位 發馬斥8620萬購公司

企業財經2 Apr 2013 23:00

发马6505万收购ERRITA

财经新闻 财经  2013-08-31 11:14
（吉隆坡30日讯）发马（PHARMA，7081，主板贸服股）宣布以1800万美元（约6505万令吉）的价格，收购ERRITA。

发马透过子公司———发马国际机构有限公司（Pharmaniaga International Corporation）与PT Dasar Technologi合作，向Sutjipto Tjengundoro和Hendrijanto Surto Suseno收购Errrita的全部股权。

收购完成后，发马国际机构有限公司和PT Dasar Technologi，将分别持有Errrita的75%和25%股权。

公司向马交所报备，将透过内部融资或银行贷款筹集所需资金。

公司表示，一旦收购完成后，Errrita将是公司在印尼的首家药物制造厂，为公司在当地的业务提供支持，包括在当地销售产品。

这项计划预计会在末季完成；料不会对公司2013财年的每股盈利有任何影响，但会对未来的盈利作出贡献。[南洋网财经]

PHARMANIAGA BERHAD

Type	Announcement
Subject	OTHERS
Description	PHARMANIAGA BERHAD (“PHARMANIAGA” OR “COMPANY”) PROPOSED ACQUISITION BY PHARMANIAGA INTERNATIONAL CORPORATION SDN BHD AND PT DASAR TECHNOLOGIOF 40,000 ORDINARY SHARES IN PT ERRITA PHARMA (“ERRITA”) FROM SUTJIPTO TJENGUNDORO AND HENDRIJANTO SURJO SUSENO
Further to the Company’s announcement dated 2 April 2013, the Board of Directors of the Company (“Board”) wishes to announce that, Pharmaniaga International Corporation Sdn Bhd (“Pharmaniaga Corp”), a wholly-owned subsidiary of the Company, and PT Dasar Technologi (collectively referred to as the“Purchasers”) had on 29 August 2013 entered into a Binding Agreement (“BA”) with Sutjipto Tjengundoro and Hendrijanto Surjo Suseno (collectively referred to as the “Sellers”) for the proposed acquisition of 40,000 ordinary shares (“Sale Shares”) constituting the entire issued and paid-up share capital of ERRITA. Please refer to the attachment for full announcement. This announcement is dated 29 August 2013.

Attachments Pharma Announcement - Proposed Acquisition of PT Errita v3 0.pdf

icy97

PHARMANIAGA BERHAD

Type	Announcement
Subject	OTHERS
Description	PHARMANIAGA BERHAD (“PHARMANIAGA” OR “COMPANY”) PROPOSED ACQUISITION BY PHARMANIAGA INTERNATIONAL CORPORATION SDN BHD AND PT DASAR TECHNOLOGI OF 40,000 ORDINARY SHARES IN PT ERRITA PHARMA (“ERRITA”) FROM SUTJIPTO TJENGUNDORO AND HENDRIJANTO SURJO SUSENO
Further to the Company’s announcement dated 2 April 2013 and 28 August 2013, the Board of Directors of the Company (“Board”) is pleased to further clarify the information stated in the announcement in respect of the proposed acquisition as follows: 1)      The Purchase Consideration is subject to any adjustment pursuant to the results of the due diligence on the legal, financial, tax, accounting and operational matters of ERRITA. The adjustments arising from the due diligence exercise include among others, realisable value of assets, adequacy of liabilities and various taxes which include corporate income tax, employee income tax and withholding tax.Thereafter, the Purchase Consideration will be adjusted accordingly. 2)        The Purchase Consideration is proposed to be funded by internally generated funds and/or bank borrowing of Pharmaniaga Corp. As at 30 June 2013, the Company’s available cash balances (excluding Indonesian operations) was RM9.9 million and the unutilised banking facilities stood at RM243.0 million. The Purchase Consideration shall be funded via the cash balance and drawdown of the facilities. 3)        Pursuant to Paragraph 10.07 of Listing Requirement, the transaction is not subject to the shareholder approval and the relevant government authorities. This announcement is dated 2 September 2013.

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	440,807	426,460	1,378,779	1,329,942
2	Profit/(loss) before tax	13,461	28,493	59,990	99,066
3	Profit/(loss) for the period	4,170	25,536	35,494	70,674
4	Profit/(loss) attributable to ordinary equity holders of the parent	3,751	25,247	34,387	69,645
5	Basic earnings/(loss) per share (Subunit)	1.45	9.75	13.28	26.90
6	Proposed/Declared dividend per share (Subunit)	3.00	4.55	9.82	11.37
		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 ($$)	1.8300		1.8200

Remarks :

The weighted average number of ordinary shares for the purpose of the computation of the basic earnings per share, dividend per share and net assets per share had been adjusted retrospectively to reflect the company's share split and bonus issue which were completed on 5 June 2013.

icy97

PHARMANIAGA BERHAD

EX-date	03/12/2013
Entitlement date	05/12/2013
Entitlement time	05:00:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Third Interim Dividend - Single Tier 3.00 sen
Period of interest payment	to
Financial Year End	31/12/2013
Share transfer book & register of members will be	04/12/2013 to 04/12/2013 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Tricor Investor Services Sdn Bhd Level 17, The Gardens North Tower Mid Valley City, Lingkaran Syed Putra 59200 Kuala Lumpur Tel No. 03-22643883
Payment date	24/12/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	04/12/2013
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	0.03

icy97

4潜在因素支撑发马前景

財经 2013年11月23日
（吉隆坡23日讯）儘管发马（PHARMA，7081，主板贸服股）最新季度的业绩表现稍微低于市场预测，但分析员基于4大潜在利好因素，而维持该股「买进」投资评级。       

这4项利好因素，分別是扩充印尼与中东的业务、来自欧盟的潜在合约、私人领域潜在商机以及稳定的股息派发。

无论如何，由于发马最新业绩不如预期，导致该股在过去一周呈跌，其股价从周一的4.80令吉，下挫至週五的4.60令吉，一周之內跌20仙或4.17%。

发马在上周一（11月18日）公布的2013財政年第三季（截至9月30日止）净利为375万1000令吉，较去年同期的2524万7000令吉，下跌85.14%；营业额则为4亿4080万7000令吉，较去年同期的4亿2646万令吉，上涨3.36%。

首9个月而言，该公司净利从去年同期的6964万5000令吉，下滑50.63%，至3438万7000令吉；营业额则从去年同期的13亿2994万2000令吉，上升3.67%，至13亿7877万9000令吉。

该公司宣佈派发每股3仙的第三次单层中期股息，將于12月2日除权。该公司首9个月的每股股息已增至9.82仙。

丰隆投行分析员表示，虽然发马2013財政年首9个月的核心净利5310万令吉（按年跌37%）占该分析员全年预测的75.9%；但是，他认为，该业绩稍微低于预期。

他补充说，发马的营业额表现不如预测，主要是被特许权业务拖累。

「发马2013財政年第三季营业额按年提升3.4%，但按季比较则持平。其营业额按年成长主要是私人领域以及印尼营运的贡献较为强劲。然而，特许经营业务则持平，因为政府医院方面因检討预算，而放慢购买药品的速度。」

无论如何，分析员称，发马管理层预期该公司下个季度的需求將会增加，因医院已在10月获得新的预算配额。

此外，该公司2013財政年首9个月的扣除利息、税项、折旧及摊销前盈利（EBITDA）为1亿1780万令吉，按年下跌19.７%；赚幅则下跌2.5%，至8.5%，受物流与分销业务较低的毛盈利赚幅与更高的营运成本拖累。

然而，隨著发马获得来自欧盟（EU）颁发的认证，该公司管理层有信心取得来自欧洲药厂的製药合约。

分析员指出，该公司將持续维持符合核心业务市场策略的谨慎风险管理，以减轻国內需求因季节性因素而下跌的压力。

鉴于其业绩低于预期，分析员將该公司2013至2015財政年的每股盈利预测，分別下调6.7%、9.8%及9.1%。

同时，按2014財政年的14.5倍本益比，將该公司的目標价从5.32令吉，下修2.4%，至5.19令吉；但分析员依然维持该股「买进」投资评级，因为预计发马將获得数项潜在正面因素的支撑，包括將扩充印尼与中东的製药业务、来自欧盟的潜在合约、私人领域的商机、以及每个季度稳定的股息派发。[东方日报财经]

icy97

icy97 发表于 21-5-2013 03:01 AM
携手Modern建厂 发马进军沙地药剂业

财经新闻 财经  2013-05-22 10:47

Type	Announcement
Subject	OTHERS
Description	PHARMANIAGA BERHAD (“PHARMANIAGA” OR “COMPANY”) PROPOSED JOINT VENTURE WITH MODERN HEALTHCARE SOLUTIONS COMPANY LIMITED (“MODERN”) FOR THE CONSTRUCTION AND OPERATION OF A PHARMACEUTICAL MANUFACTURING PLANT IN THE KINGDOM OF SAUDI ARABIA (“PROPOSED JOINT VENTURE”)
Reference is made to the Company’s earlier announcement dated 20 May 2013 and 3 June 2013 in relation to the Proposed Joint Venture. We wish to announce that Parties had on 17 February 2014 agreed to extend the Long Stop Date (as defined in the Joint Venture Agreement) for another three (3) months until 17 May 2014 to finalize certain documentation required to effect the Closing. Attached is the copy of Notice of Extension. This announcement is dated 18 February 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1541129

Attachments JVA Extension Letter.pdf

icy97

icy97 发表于 30-8-2013 04:01 AM
发马6505万收购ERRITA

财经新闻 财经  2013-08-31 11:14

ype	Announcement
Subject	OTHERS
Description	PHARMANIAGA BERHAD (“PHARMANIAGA” OR “COMPANY”) PROPOSED ACQUISITION OF 40,000 ORDINARY SHARES IN PT ERRITA PHARMA (“ERRITA”) BY PHARMANIAGA INTERNATIONAL CORPORATION SDN BHD (“PHARMANIAGA CORP”) AND PT DASAR TECHNOLOGI FROM SUTJIPTO TJENGUNDORO AND HENDRIJANTO SURJOSUSENO (“PROPOSED ACQUISITION”)
The terms used herein, unless the context otherwise stated, bear the same meaning as those defined in the announcement dated 29 August 2013 in relation to the Proposed Acquisition. Reference is made to the Company’s earlier announcements dated 2 April 2013, 29 August 2013, 2 September 2013, 26 November 2013, 13 December 2013 and 11 February 2014 in relation to the Proposed Acquisition. We wish to announce that the parties had on 18 February 2014 entered into a Supplementary Agreement to the BA dated 29 August 2013 (“Supplementary to the Binding Agreement”) between the Sellers and Purchasers (“Parties”) to vary and amend the terms and conditions of the BA and consequently, the conditions precedent as set out in the BA have been fulfilled. Upon the fulfilment of the conditions precedent as set out in the BA, the Parties have proceeded to complete the Proposed Acquisition and on 18 February 2014, the following agreements have been entered into between the Parties:- (1)          Akta Jual Beli between Sutjipto Tjengundoro and Pharmaniaga Corp to effect the transfer of shares of ERRITA in favour of Pharmaniaga Corp; (2)          Akta Jual Beli between Sutjipto Tjengundoro and PT Dasar Technologi to effect the transfer of shares of ERRITA in favour of PT Dasar Technologi; (3)          Akta Jual Beli between Hendrijanto Surjo Suseno and PT Dasar Technologi to effect the transfer of shares of ERRITA in favour of PT Dasar Technologi; (4)          Shareholders’ Agreement between Pharmaniaga Corp and PT Dasar Technologi to govern the relationship of the parties as the new shareholders of ERRITA; and (5)          Escrow Agreement between Pharmaniaga Corp and Mr. Sutjipto Tjengundoro to effect the opening of escrow account with PT Bank Bukopin Tbk, acting as stakeholder and custodian of USD10.2 million being Total Liabilities of ERRITA which shall be maintained as security for the repayment of any liabilities of ERRITA in the manner as provided in the Escrow Agreement. With the completion of the Proposed Acquisition, besides the liabilities of ERRITA which shall be payable in the manner as set out in the Escrow Agreement, the remaining outstanding liability payable by the Purchasers shall be a sum not exceeding USD5.4 million being the amount of tax payable to the relevant authorities pursuant to the BA. The Purchasers are expected to settle the said tax liability for a sum not exceeding USD5.4 million by 10 March 2014. The total cost incurred by the Purchasers for the purpose of this acquisition shall be USD29.4 million, of which Pharmaniaga Corp shall bear USD22.05 million representing 75% of its equity interest in ERRITA. Please refer to the attachments for the salient terms of the Supplementary to the Binding Agreement and Shareholders’ Agreement. This announcement is dated 19 February 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1542353

Attachments Shareholders' Agreement Salient Terms - as at 19 2 14.pdf Supplementary Agreement Salient Terms - as at 19 2 14.pdf

icy97

全年净利挫10％　发马末季转亏为盈

财经 2014年2月24日
（吉隆坡24日讯）发马（PHARMA，7081，主板贸服股）2013財政年末季（截至去年12月31日止）业绩转亏为盈，取得2081万3000令吉净利，相比上財政年同期蒙受793万4000令吉净亏损；不过，其全年净利则按年下跌10.55%，至5520万令吉，相比上財政年同期的6171万令吉。        

在营业额方面，发马去年末季营业额为5亿6786万令吉，较上財政年同期的4亿8240万令吉，按年成长17.72%。

其全年营业额也按年增长7.41%，至19亿4663万令吉，上財政年同期为18亿1234万令吉。

发马在文告中指出，去年末季强劲的业绩表现，主要是因为特许经营和非特许经营业务的需求走高。

至于全年净利下跌，主要是因为偏高的营运成本及坏账拨备金，继而使物流与分销业务的税前盈利走低。不过，制造业务的税前盈利则取得成长。

派6.2仙股息

无论如何，配合该公司要奖赏股东的承诺，董事局宣布派发每股6.2仙的第4次中期股息，將全年股息派发推高至16仙。

有关股息將在2014年4月1日派发给在2014年3月10日注册的股东。

发马主席丹斯里洛丁卡马鲁汀说，「在受评估的季度，集团的销售额与夺標的新工程也有所增加，强劲的需求使我们交出巩固的业绩表现。尽管全年业绩稍微逊色，我们仍对今年表示乐观，相信集团能继续前进。我们巩固国內特许经营和非特许经营业务的同时，预料持续强劲的需求將有效协助我们成长，尤其在具庞大扩展潜能的私人领域里。」

「我们也將积极进军国际市场。在印尼收购的第一间制造厂房PT Errita Pharma，將协助我们在该国现有的分销臂膀，我们有信心这將长期为集团带来標青的营业额。我们的小量可注射制造厂刚获欧盟验证，让我们得以接受欧洲市场跨国公司的制造工程合约。」

今天闭市时，发马股价跌1仙或0.23%，报4.29令吉，全天成交量为63万8400股。【东方网财经】

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2013	31/12/2012	31/12/2013	31/12/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	567,860	482,404	1,946,639	1,812,346
2	Profit/(loss) before tax	33,007	4,248	92,997	103,313
3	Profit/(loss) for the period	21,267	-7,468	56,761	63,205
4	Profit/(loss) attributable to ordinary equity holders of the parent	20,813	-7,934	55,200	61,710
5	Basic earnings/(loss) per share (Subunit)	8.04	-3.06	21.32	23.84
6	Proposed/Declared dividend per share (Subunit)	6.20	4.55	16.02	15.92
		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 ($$)	1.8800		1.8200

Remarks :

The weighted average number of ordinary shares in issue for the purpose of the computation of the earnings per share had been adjusted retrospectively to reflect the Company's share split and bonus issue which were completed on 5 June 2013.

icy97

PHARMANIAGA BERHAD

EX-date	10/03/2014
Entitlement date	12/03/2014
Entitlement time	05:00:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Fourth Interim Dividend - Single Tier 6.20 sen
Period of interest payment	to
Financial Year End	31/12/2013
Share transfer book & register of members will be	12/03/2014 to 12/03/2014 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Tricor Investor Services Sdn Bhd Level 17, The Gardens North Tower Mid Valley City, Lingkaran Syed Putra 59200 Kuala Lumpur Tel No. 03-22643883
Payment date	02/04/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	12/03/2014
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	0.062

icy97

發馬營運保持強穩

2014-03-07 18:35      
（吉隆坡7日訊）發馬（PHARMA,7081,主板貿服組）2013財政年業績超越預期，豐隆投資研究考量該公司營運保持強穩，重申該股“買進”評級不變。

豐隆研究說，發馬2013年業績顯示旗下各業務貢獻比重正慢慢拉近，特許經營權、非特許經營權和印尼業務比重分別為59%、22%和21%，比較前年為59%、19%和22%，暗示該公司對特許經營權業務的依賴逐漸降低。

“儘管運作成本上揚，惟該公司運輸和分銷業務需求依然強勁，製造業務亦預計健康成長，近期收購印尼ERRITA公司75%股權，亦預計在長期內對業務做出正面貢獻。”

豐隆說，該公司目前擁有的潛在催化因素，包括擴大非特許經營權和私人領域市佔率，併購項目營造協同利好、外匯利好及營運效率持續改善。

豐隆保持發馬2014年財測不變，惟下修2015財政年財測3.7%，目標價則保持5令吉19仙。（星洲日報／財經）

icy97

發馬受惠新政府合約

2014-03-18 17:08      
（吉隆坡18日訊）發馬（PHARMA,7081,主板貿服組）商業策略與藥劑業國內外前景正面，國內藥劑特許經營藥物價格有望年中調整，印尼業務或轉盈，沙地阿拉伯新藥劑廠預定3年後投運。

豐隆研究預測，國內藥劑市場去年規模預測達60億令吉，預期2014年成長仍具韌力，在強勁需求支撐下以5%至6%成長。儘管政府醫院的特許經營藥劑供應價格調整1月到期，稍展延至6月。

“傳統上，每3年的競標將導致更低的平均售價，惟發馬相信在燃油、電流、最低薪等經商成本提高，特別是涉物流、經銷層面者，可獲標平均銷售價。”

印尼Errita藥廠有望今年轉盈

分析員說，2012與2013財政年蒙虧的印尼Errita藥廠，可望於今年轉盈；前年與今年關閉廠主要是提昇廠內設施，以符合全球良好製造實踐（GMP），使其產品獲全球認證與接受。

“目前剩餘資本開銷600萬令吉，在現有藥品組合下其產量將告增，經驗證的藥品將獲分享與在印尼註冊（一般需時2至3年），有望擴大其產品系列。”

其沙地阿拉伯新藥劑廠可於2017年投產，此外今年資本開銷達8千500萬令吉，包括600萬令吉研發和3千萬令吉的藥劑資訊系統（PhIS）投資。

維持發馬“買進”評級，目標價調高至5令吉30仙（前為5令吉19仙）。（星洲日報／財經‧報道：張啟華）