【KNM 7164 交流专区2】科恩马

CUTERABBITGROUP

國際油價急升近半成　創1個半月最大單日升幅
香港電台香港電台
https://hk.news.yahoo.com/%E5%9C ... 700427--sector.html

國際油價急升近半成，創1個半月以來的最大單日升幅，主要由於美元升勢暫緩，加上美國原油鑽井數目跌幅遠多過預期，刺激油價上升。

紐約期油收市每桶60.3美元，升2.62美元，升幅4.5%。倫敦布蘭特期油收市報每桶65.56美元，升2.98美元，升幅4.8%。

石油服務供應商貝克休斯的資料顯示，上周美國活躍石油和天然氣鑽井平台減少10個，至875個，按年減少991個。

紐約期油本周和本月都升1%，布蘭特期油本周持平，本月則跌2%。

CUTERABBITGROUP

未來2年油價料低走40美元‧油氣業現整合潮
2015-06-04 17:12
http://biz.sinchew.com.my/node/116761?tid=6#ixzz3cCEW3vZc

（吉隆坡4日訊）頁岩油橫空出世，帶領全球石油與天然氣領域走向改革之路，分析員相信國際油價在未來2年將徘徊在每桶40至73美元水平，迫使領域通過整合或積極削減成本和開銷應對，恐對服務供應商帶來重大打擊。

油氣服務供應料重傷

馬銀行研究近期出席第18屆亞洲石油與天然氣大會後，發現未來24個月將是油氣領域應對低油價環境的轉型期。

其中，國家石油（PETRONAS）總裁兼首席執行員拿督旺朱基菲爾認為，油氣領域低估頁岩油的規模、發展、增長和潛能。

“儘管在低油價環境中，頁岩油發展成本昂貴，但相信隨著相關發展達到新的成本效率水平，發展趨勢將有所好轉。”

馬銀行研究認為，頁岩油發展已對全球石油市場帶來徹底改革，油盟長期扮演的市場管理角色可能被逼退，意味著油市在80年來將首次重返全面自由的市場機制。

“不過，美國並不會取代油盟，而是扮演調節者（Swing Producer）的角色，主要是頁岩油高昂的成本和生產彈性，最多只能成為石油價格的頂價，而非底價。”

旺朱基菲爾說，未來2年油價將徘徊在每桶55美元水平，需要多年時間才有望重返每桶100美元價位。

馬銀行研究認為，油價在深跌後已開始尋找新的平衡點，但仍顯現出黯淡的前景，因此資本秩序、成本控制、削減資本開銷／營運開銷是所有與會者的共同主題。

“市場普遍預期油價將持續波動，油價未來2年料徘徊在每桶40至73美元水平，但恐難突破每桶80美元關口。”

供需失衡或加劇

值得注意的是，還有一名主講人稱，6月油價可能會回跌至每桶20美元水平，主要考量石油輸出國組織（OPEC）未在本週宣佈減產及美國可能取消對伊朗的貿易制裁，進一步加劇市場的供需失衡問題。

總體來看，旺朱基菲爾指出，在當前嚴峻的環境裡，油氣業整合將是更好的生存之道，市場整合將是未來數年的主題。

康菲公司（Conoco Philips）主席萊恩蘭斯認同，低利息環境和資本充裕將推動領域整合，畢竟業界總是在景氣不佳時對能力進行調整。

Petrofac能源首席執行員艾曼也相信策略併購，抑或脫售非核心資產將是未來數年的領域趨勢。



工程延宕租金下滑
支援船鑽台公司不樂觀

馬銀行研究認為，低油價將對資本開銷、營運資本和預算規劃帶來負面影響，而油氣公司積極削減成本和評估競標將對油氣業服務供應商打擊最大。

“油氣公司這樣的舉措已經導致許多規劃工程出現延宕、市場活動減少和每日租金下滑等影響。”

史格米集團（SCOMI，7158，主板貿服組）首席執行員沙哈金認為，服務公司將通過削減成本來應對低油價衝擊，而領域也需重新檢視營運價值鏈，甚至是採納新科技和創新來過度難關。

但這樣的說法仍難撼動馬銀行研究對岸外支援船艦及海上鑽台公司前景不感樂觀的看法，該行較看好普遍取得長期合約及對資本開銷、營運開銷和油價動盪不甚敏感的浮式生產儲油船艦（FPSO）和油輪等生產環節公司。

評級調低至“中和”

“基於當前的風險回酬機會較低，我們在油氣業公佈首季財報後，決定調低領域評級至｀中和’。”

但經過幾輪的下調後，利空似乎已經出盡，部份股項估值開始浮現價值，馬銀行研究建議“買進”阿瑪達（ARMADA，5210，主板貿服組）、雲升控股（YINSON，7293，主板貿服組）、戴樂集團（DIALOG，7277，主板貿服組）和科恩馬集團（KNM，7164，主板工業產品組）。

但該證券行的“賣出”名單則主要由岸外支援船艦和鑽台公司組成，包括環境海事資源（ALAM，5115，主板貿服組）、標誌岸外（ICON，5255，主板貿服組）、貝利賽（PERISAI，0047，主板貿服組）和合順油氣（UMWOG，5243，主板貿服組）。（星洲日報／財經‧文：洪建文）

icy97

Type	Announcement
Subject	OTHERS
Description	Incorporation of KNM Global (S) Pte Ltd
The Company is pleased to announce that it had on 9 June 2015 incorporated a wholly-owned subsidiary, KNM Global (S) Pte Ltd (“KNM Global”), and subscribed for 1 ordinary share for cash USD1.00 only (about RM3.75) (“Incorporation”). KNM Global was incorporated as a private limited company in the Republic of Singapore and having its registered address at 50 Raffles Place #13-05, Singapore Land Tower, Singapore 048623. Its issued and paid-up capital is presently 1 ordinary share of USD1.00.   KNM Global will be principally involved in the import, export and trading activities to support the KNM Group’s global operations. The incorporation of KNM Global is not expected to have any material effect on KNM’s earnings and net assets for the financial year ending 31 December 2015. 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 Incorporation. This announcement is dated 9 June 2015.

CUTERABBITGROUP

科恩马 融资推行新合约
财经 股市 行家论股  2015-06-12 10:49
http://www.nanyang.com/node/706437?tid=709

目标价：1.04令吉

最新进展

截至目前，科恩马（KNM，7164，主板工业产品股）已从日本东洋工程株式会社手中，取得总值约2.04亿令吉的订单。

其中1.8亿令吉，是边佳兰的相关合约，其余则位于土库曼斯坦。

截至今年首季，公司手持1.18亿令吉的现金，净负债率企于0.3倍。

行家建议

鉴于边佳兰石油综合中心（PIPC）的合约数量，与科恩马的专业能力，预期公司的竞标订单将高达50亿令吉。

假设竞标成功率为15%，公司今年有望再取得总值7亿至8亿令吉的订单，把补充订单推高至10亿令吉。

我们预测，公司将开始进行借贷，筹资推行边佳兰的新合约，并探讨进军国外市场。

若公司把净负债率提高至1倍，预计可获得13亿令吉的贷款。

公司的基本面和发展前景乐观，我们把下财年财测调高7.5%。

科恩马的现行本益比为8.4倍，加上股价也已经走低，为投资者带来买入的良机，重申“买入”评级。



分析：MIDF研究

icy97

科恩马发8.4亿票据

财经新闻 财经  2015-06-21 10:31
（吉隆坡20日讯）科恩马（KNM，7164，主板工业产品股）宣布，独资子公司Splendid投资私人有限公司成立一项多种货币中期票据计划，初创规模达3亿新元（约8.4亿令吉）。

根据文告，该项活动是为了提供融资和财资服务给科恩马和子公司；而科恩马将会是该项中期票据计划的担保人。

国家银行已批准科恩马为中期票据计划提供1.85亿新元（约5.18亿令吉）的财务担保。

该公司预计发行票据中取得高达1.85亿新元，将用于为科恩马和子公司偿还现有的贷款、融资海外投资，以及营运资本。

法国巴黎银行（BNP Paribas）将担任该项活动的承销和代理商。【南洋网财经】

Type	Announcement
Subject	OTHERS
Description	ESTABLISHMENT OF S$300,000,000 MULTICURRENCY MEDIUM TERM NOTE PROGRAMME BY SPLENDID INVESTMENTS LIMITED, UNCONDITIONALLY AND IRREVOCABLY GUARANTEED BY KNM GROUP BERHAD
The Board of Directors of KNM Group Berhad ("KNM") is pleased to announce that its wholly-owned subsidiary, Splendid Investments Limited (the "Issuer"), has on 19 June 2015 entered into the transaction documents for the establishment of a multicurrency medium term note programme of an initial size of up to S$300,000,000 (the "Programme"). The Issuer (incorporated in the Federal Territory of Labuan, Malaysia) is the issuer under the Programme and was established for the purposes of inter alia, providing funding and treasury services for KNM and its subsidiary companies. The Notes issued under the Programme are unrated and will be unconditionally and irrevocably guaranteed by KNM (the "Guarantor") and may be listed on the Singapore Exchange Securities Trading Limited ("SGX-ST") or such other or any other stock exchange(s) as may be agreed between the Issuer and the relevant dealer(s), subject to all necessary approvals having been obtained. Under the Programme and subject to compliance with all relevant laws, regulations and directives, the Issuer may from time to time issue notes ("Notes") in series or tranches, on a syndicated or non-syndicated basis, in Singapore dollars and/or any other currency as may be agreed between the Issuer, the Guarantor and the relevant dealers of the particular series or tranche of Notes. Each series of Notes may be issued in various amounts and tenors, and may bear fixed, floating, variable or hybrid rates of interest or may not bear interest. The Notes and the coupons of all series shall constitute direct, unconditional, unsubordinated and unsecured obligations of the Issuer and shall at all times rank pari passu and rateably without any preference or priority among themselves, and pari passu with all other present and future unsecured obligations (other than subordinated obligations and priorities created by law) of the Issuer. The payment of the Guarantor under the Guarantee constitute direct, unconditional, unsubordinated and unsecured obligations of the Guarantor and shall rank pari passu with all other present and future unsecured obligations (other than subordinated obligations and priorities created by law) of the Guarantor from time to time. If so provided on the face of the Notes and the relevant pricing supplement, the Notes may be redeemed or purchased (either in whole or in part) prior to their stated maturity at the option of the Issuer and/or of the holders of the Notes. Unless previously redeemed or purchased and cancelled, each Note will be redeemed at its redemption amount on the maturity date specified on the face of the Note. The SGX-ST has granted its approval in-principle on 11 June 2015 for the Issuer to offer the Notes to be listed on the SGX-ST, to the persons specified in Sections 274 and 275 of the Singapore Securities and Futures Act in Singapore (or such equivalent terms in the relevant jurisdictions where the Notes are subscribed). The SGX-ST assumes no responsibility for the correctness of any of the statements made or opinions expressed or reports contained herein. SGX-ST’s approval in-principle for the listing and quotation of the Notes to be issued pursuant to the Programme on the SGX-ST is not to be taken as an indication of the merits of the Programme or such Notes. Apart from SGX-ST’s approval, the Programme may require approvals from such other exchanges if any of the Notes were to be issued and listed elsewhere. In addition, the Bank Negara Malaysia ("BNM") has granted its approval via its letter dated 24 April 2015 for the Guarantor to provide a financial guarantee to the Programme. The approval for the provision of a financial guarantee of S$185,000,000 is based on the identified utilisation of the proceeds from the issuance from the Programme. The net proceeds of up to S$185,000,000 arising from the issue of Notes under the Programme (after deducting issue expenses) will be used towards inter alia, the repayment of existing borrowings, funding the foreign investments and working capital of the Guarantor and its subsidiaries (the "Group") and/or for such other BNM approved purposes. The approval from BNM is subject to the conditions that the Guarantor will: (a)    obtain the prior approval of BNM to utilise the remaining S$115,000,000 proceeds of issuance from the Programme; (b)    ensure that if the utilisation of such proceeds of issuance is for foreign investment, it will be for foreign direct investment only; and (c)    make payment to redeem the Notes issued pursuant to the Programme by using foreign currency fund of the Group only. BNP Paribas, acting through its Singapore branch has been appointed as the arranger and dealer of the Programme. This announcement is dated 19 June 2015.

我也不懂

根本就是潜能股

CUTERABBITGROUP

市场现在密切关注，去年开始已经有盈利的科恩马集团(KNM, 7164)，会不会在24. 06. 2015(星期三)早上10：00am 召开的“第十三届股东大会”上，建议在今年内恢复派息政策。此派息政策已经暂停了7年之久，因为在去年的股东大会上，公司发言人曾经说因为公司已经有盈利，有建议在未来恢复派息政策。如果有的话，对公司股价的上升将会有提振的作用

股票是游戏

这股我会买，80仙够了，不用多，

CUTERABBITGROUP

科恩马 转型催升估值
财经 股市 行家论股  2015-06-23 09:36
http://www.nanyang.com/node/708293?tid=462

目标价：1.00令吉

最新进展
科恩马（KNM，7164，主板工业产品股）独资子公司，Splendid投资私人有限公司，发行面值最高达50亿令吉的多种货币中期票据。

科恩马将无条件与不可撤销地，担保该项中期票据计划。

国家银行已批准科恩马为该计划提供1.85亿新元（约5.18亿令吉）的财务担保，1.85亿新元将用于偿还现有的贷款、融资海外投资，以及营运资本。

行家建议
此次是科恩马自从2014年私下配售及发行附加股后，第三次大型的筹资活动。

截至3月，公司净负债率企于6亿1300万令吉或29%，在这项中期票据整个落实后，净负债率将推高至14亿5000万令吉或69%。在我们看来，还在可控制的范围内。

据我们所知，该票据将按照需求并分批落实，所筹资金估计会注资在泰国的“亚洲生物燃料”、英国彼得伯勒的再生能源项目，以及炼油与石油化工综合发展计划（RAPID）工程。

科恩马将在明年竞标更多的RAPID相关工程，而彼得伯勒发展项目的融资计划也近敲定，将成为驱动增长的催化剂。

我们认为，转型进军至再生能源，将成为估值上修的关键。



分析：马银行投行

icy97

科恩马绿色能源计划稳定收入

财经  2015年06月24日
（吉隆坡24日讯）科恩马集团（KNM，7164，主板工业股）表示，在英国及泰国的绿色能源计划，预计可为该集团带来经常性收入。

该公司与英国彼得堡再生能源公司所签署的一项为期4年的再生能源公园计划，预计將为他们2017財政年带来25%的营业额。

科恩马集团首席执行员兼执行董事李瑞兴表示，相关项目所產生的盈利，將为该公司带来至少5年的经常性收入。

他说，「英国政府一直鼓励再生能源，並推介了一项独特的政策称为「再生能源义务证书」（简称ROC，Renewable Energy Obiligation Certificate），我们可从由废弃物所產生的每兆瓦电力得到奖掖。」

李瑞兴在该公司的股东大会后，向记者指出，相关奖掖將会成为该公司的收入。

彼得堡的计划將会自2017年第3季开始启动，並在第一阶段內可生產17.6兆瓦的电力。若全面运行，该项目可生產80兆瓦的电力。

而对于科恩马在泰国的从木薯提炼乙醇绿色能源工厂，李瑞兴则表示，「在2016年首季，我们將会拥有该工厂72%的股权，预期將为公司2016財政年的盈利贡献10%。」

科恩马集团將享有泰国政府所提供的8年免税奖掖，对该公司来说，是一个极有吸引力的条件，而该工厂更可运作长达25年。

李瑞兴指出，科恩马將在2017年以后获得35%的经常性收入，有助于稳定公司收入。

询及会否在大马进行类似的再生能源项目，李瑞兴则指出，由于该公司目前的技术主要为再气化科技，大马目前运行废弃物转化为能源的技术为焚烧，在技术的条件不允许之下，不会在本地做任何投资。

他说，「这是一个先进的技术，暂时大马没有提供这方面技术的税务奖掖。」

交投大热

科恩马集团这两天的交投大热，相较22日（週一）的2091万股成交量，该股昨天和今天的成交量分別高达1亿零770万股及1亿5623万股，连续两日卫冕全场最大热门股项。

而自18日以来，该股股价亦直线攀升，从17日闭市价0.52令吉，迄今已连续5天上涨。今日的走势强劲，开盘后节节上升，並以全天最高水平0.655令吉掛收，全日涨幅10.08%或6仙。【东方网财经】

icy97

競標130億工程 科恩馬大熱盤整

財經股市25 Jun 2015 20:44
（吉隆坡25日訊）科恩馬（KNM，7164，主要板工業）透露參與競標工程總值高達130億令吉，不過股項遭套利交投熱烈，股價從日前高峰滑落仍處盤整，為早盤最熱門股項。

今早開市時，科恩馬以大熱之姿微跌1仙，股價掛64.5仙，過后股價窄幅波動，休市時跌幅增至2.5仙，掛63仙，半日交投7378萬6800股，為早盤最熱門股項；該股午盤交投持續熱烈，不過股價走勢無回彈跡象，閉市跌2.5仙，掛63仙，成交量8996萬6000股。

首邦股票行資深股票經紀吳繼宗回應《The Edge財經日報》詢問時指出，投資者在該公司股東大會前夕鎖定勝局，趁高套利離場。

“這就是市場常見的趁傳聞買進，確定后脫售套利。”

報導指出，市場傳科恩馬將推出3億新元（約8.4億令吉）多元貨幣債券，為旗下再生能源計劃籌資，其中包括為英國Peterborough計劃注資20億令吉。

吳繼宗指出，該公司有機會獲柔佛州邊佳蘭石油提煉和石油化學綜合發展計劃（RAPID）合約，前景亮眼。

科恩馬總執行長李瑞興日前在股東大會后透露，目前參與競標總值130億令吉合約，並持有40億令吉訂單，其中包括上述兩項位于邊佳蘭及英國投資計劃。【中国报财经】

icy97

Type	Announcement
Subject	OTHERS
Description	Incorporation Of Global Green Energy Corporation Ltd And Peterborough Green Energy Ltd
The Company is pleased to announce that its wholly-owned subsidiary, KNM Renewable Energy Sdn Bhd (“KNMRE”) had on 3 July 2015 incorporated a wholly-owned subsidiary, Global Green Energy Corporation Ltd (“GGECL”) and invested/subscribed for 1 ordinary share for nominal value of GBP1.00 (about RM5.87), representing its issued and paid-up capital. GGECL was incorporated as a private limited company in the Isle of Man and has its registered address at Fort Anne, Douglas, Isle of Man, IM1 5PD. GGECL will be principally involved as an investment holding company. GGECL has in turn incorporated a wholly-owned subsidiary, Peterborough Green Energy Ltd (“PGEL”) on 6 July 2015 and invested/subscribed for 1 ordinary share for nominal value of GBP1.00 only (about RM5.87), representing its issued and paid-up capital. PGEL was incorporated as a private limited company in the United Kingdom and has its registered address at Ruthlyn House, 90 Lincoln Road, Peterborough, PE1 2SP, United Kingdom. PGEL will be the special purpose company to develop, build, own and operate the 18MW (Phase 1) Biomass Waste to Energy Power Plant Project in Peterborough, United Kingdom. The incorporations of GGECL and PGEL (“Incorporations”) are not expected to have any material effect on KNM’s earnings and net assets for the financial year ending 31 December 2015. None of the Directors, major shareholders or persons connected with the Directors and/or major shareholders of the Company have any interest, direct or indirect, in the Incorporations. This announcement is dated 6 July 2015.

icy97

icy97 发表于 14-3-2015 02:18 AM
科恩马8848万 买2再生能源公司

财经新闻 财经  2015-03-14 10:36

收购ABL和ABL II 科恩马减价至8243万

财经新闻 财经  2015-08-04 11:30
（吉隆坡3日讯）科恩马（KNM，7164，主板工业产品股）宣布，购入ABL Bio-Fuels（简称ABL）和Asia Biofuels II（简称ABLII）股权的代价，降低至2160万美元（约8243万6400令吉）。

早前，公司宣布，收购价为2400万美元（约8848万8000令吉）。

科恩马并无在最新文告中解释，收购价降低的原因，仅表示预计该项收购计划在第三季完成。

巩固再生能源

今年3月，子公司科恩马再生能源与FE全球/Asia Clean能源服务基金、FEGACE亚洲Sub-Fund，以及Global Clean Energy Corp.SPC（统称卖方），签署股权认购协议，通过收购ABL和ABL II股权，巩固再生能源业务。【南洋网财经】

Type	Announcement
Subject	OTHERS
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 (PROPOSED ACQUISITION)
Unless stated otherwise, the terms used herein shall carry the same meaning as those defined in the earlier announcements in relation to the Proposed Acquisition. Further to the Company’s announcement made on 13 March 2015, the Company wishes to update on the changes of the terms and conditions stipulated in the SPA as follows:- THE CONSIDERATION The Consideration has been reduced from US$24,000,000.00 to US$21,600,000.00 (equivalent to approximately RM82,436,400 ) (“Revised Cash Consideration”) FUNDING The Revised Cash Consideration will be wholly satisfied in cash through internally generated funds and/or bank borrowings. COMPLETION DATE The Proposed Acquisition is expected to be completed by Quarter 3 2015. HIGHEST PERCENTAGE RATIO Pursuant to the Revised Cash Consideration, the highest percentage ratio has been reduced from 7.07% to 3.87%. This announcement is dated 31 July 2015.

icy97

Type	Reply to Query
Reply to Bursa Malaysia's Query Letter - Reference ID	IQL-03082015-00001
Subject	SHARE PURCHASE AGREEMENT BETWEEN KNM RENEWABLE ENERGY SDN BHD AND FE GLOBAL/ASIA CLEAN ENERGY SERVICES FUND L.P., FEGAGE ASIA SUB-FUND, L.P. AND GLOBAL CLEAN ENERGY CORP. SPC ("PROPOSED ACQUISITION")
Description	REPLY TO BURSA SECURITIESS QUERIES DATED 3 AUGUST 2015 ON SHARE PURCHASE AGREEMENT BETWEEN KNM RENEWABLE ENERGY SDN BHD & FE GLOBAL/ASIA CLEAN ENERGY SERVICES FUND L.P., FEGAGE ASIA SUB-FUND, L.P. & GLOBAL CLEAN ENERGY CORP. SPC ("PROPOSED ACQUISITION")
In reply to the queries received from Bursa Securities Malaysia Berhad (“Bursa Securities”) vide its letter dated 3 August 2015 (ref: IQL-03082015-00001), the Company wishes to inform as follows:- Q1.   Basis/justification in arriving at the initial consideration of USD 24 Million. A1.   Please refer to our announcement on 18 March 2015, which is extracted below: The purchase consideration of USD24.0 million was arrived at on a willing-buyer willing-seller basis after taking into account the following factors, amongst others: (i)      the indicative market value of the 67,824,000 ordinary shares in IEL (represents 72.0% of IEL’s entire issued share capital) owned by ABL Group. The indicative market value of the entire issued share capital of IEL ranges from THB918.8 million to THB 1,160.8 million (equivalent to approximately USD27.9 million to USD35.3 million), using discounted cash flow valuation on the future free cash flows of IEL. The discount rates applied on the free cash flow based on the estimated weighted average cost of capital (“WACC”) are between 13.5% to 14.5%. The risk free rate of 3.2% applied in the WACC computation is based on 10-year Thai government bond yield. The explicit free cash flow projection period is from 2014 to 2022, and thereafter assumed that the free cash flow will grow perpetually at 2.6% per annum as a going concern. The present value of terminal value which represents value of the business as a going concern at the terminal year i.e. 2022 is estimated at between THB1,028.9 million (approximately USD31.3 million) to THB 1,206.7 million (approximately USD36.7 million); and (ii)     the future potential earnings from subsequent phase of IEL plant. The existing IEL plant is able to produce 200,000 litres per day of ethanol. However, the current plant design and infrastructure of the IEL plant have been designed to support capacity expansion for additional production of 200,000 litres per day of ethanol. Q2.   Rationale and basis in arriving at the revised cash consideration. A2.   The vendors agreed to the Revised Cash Consideration after taking into account that the consideration will be now fully satisfied by cash instead of  partially by cash and by shares in KNM Group Berhad as stated in our announcement dated 13 March 2015. Q3.   A statement to confirm whether the purchase consideration will be fully satisfied by cash. A3.   The purchase consideration will be fully satisfied by cash. This announcement is dated 4 August 2015.

icy97

互告清盘诉讼案 科恩马Mission庭外和解

财经新闻 财经  2015-08-06 09:32
（乔治市5日讯）针对互相要求对方清盘的诉讼案，科恩马（KNM，7164，主板工业产品股）独资子公司KNM处理系统私人有限公司，宣布与Mission生物燃油庭外和解。

科恩马昨天向马交所报备，Mission生物燃油同意从定期存款中取出400万澳元（1140万令吉），加上利息，支付予KNM处理系统。

在2012年11月，KNM处理系统入禀法庭，针对Mission生物燃油拖欠的价值1610万澳元（4580万令吉）售后产品和服务，要求法院对后者进行清盘。

2013年4月，Mission生物燃油向KNM处理系统提出反诉讼并要求清盘，索偿380万澳元（约1080万令吉），不过，这宗诉讼案较后被联邦法院撤销。

科恩马指出，双方将在4天内执行和解协议，在不追究责任下撤销对彼此的所有诉讼。

“根据和解协议，双方将承担自己的法律费用，而且不能再追究任何赔偿。”

Mission生物燃油隶属澳洲上市公司Mission New Energy有限公司旗下。【南洋网财经】

Type	Announcement
Subject	OTHERS
Description	OUT OF COURT SETTLEMENT AGREEMENT BETWEEN KNMPS PROCESS SYSTEMS SDN BHD AND MISSION BIOFUELS SDN BHD
Further to the Company’s previous announcements, the Company is pleased to inform that its wholly owned subsidiary, KNM Process Systems Sdn Bhd (“KNMPS”) has inter alia on 4 August 2015 entered into an out of court Settlement Agreement (“SA”) with Mission Biofuels Sdn Bhd (“MBF”) to amicably settle and resolve fully and finally all claims, disputes, differences and issues in respect of all litigation/arbitration cases against each other as follows: The sum of AUS Dollars 4 million together with interest currently placed in a fixed deposit account by MBF shall be released and paid to KNMPS. The parties shall take immediate steps within 4 working days upon signing of the SA to discontinue and withdraw all proceedings against each other without any admission as to fault or liability. Each party shall be responsible for its share of the arbitrator’s fees and its own cost. Neither party shall continue or institute any fresh or further claim and/or action against each other and their respective directors; save and except for breaches of the SA. This announcement is dated 4 August 2015.

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2015

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

1	Revenue	381,301	489,314	725,678	983,213
2	Profit/(loss) before tax	16,422	19,771	70,330	43,022
3	Profit/(loss) for the period	5,477	10,431	40,268	24,068
4	Profit/(loss) attributable to ordinary equity holders of the parent	6,106	11,118	41,158	25,290
5	Basic earnings/(loss) per share (Subunit)	0.35	0.74	2.37	1.69
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 ($$)	1.2100		1.3200

icy97

科恩马获Cypark 2.6亿合约

财经新闻 财经  2015-08-29 12:45
（吉隆坡28日讯）科恩马（KNM，7164，主板工业产品股）通过SHK财团，从Cypark私人有限公司获颁一项合约，总值2亿6838万令吉。

根据文告，科恩马子公司KNM Process系统（简称KNMPS），是通过SHK财团获颁合约。

SHK财团是KNMPS和日立造船株式会社（Hitachi Zosen Corporation）携手成立的财团。

合约内容是负责固体垃圾回收和废物管理解决方案处理系统的采购、建筑和启用（EPCC）工作，为期27个月。

科恩马表示，岸外的EPCC项目总值约达1亿3538万令吉，由日立造船株式会社负责；而陆上的EPCC项目，则值1亿3300万令吉，由KNMPS负责。

科恩马预计这可贡献2015至17财年的净利。【南洋网财经】

Type	Announcement
Subject	OTHERS
Description	Letter of Award of EPCC Contract by Cypark Sdn Bhd to SHK Consortium (the consortium comprising of KNM Process Systems Sdn Bhd and Hitachi Zosen Corporation) amounting to approximately RM268.38 million
1.      Introduction          KNM Group Berhad (“KNM”) is pleased to announce that its wholly owned subsidiary, KNM Process Systems Sdn Bhd (“KNMPS”) via “SHK Consortium” (being the Consortium          formed between KNMPS and Hitachi Zosen Corporation of 7-89 Nanko-kita 1-chome, Suminoe-ku, Osaka 559-8559, Japan) have received a Letter of Award on 28 August 2015            for the following contract from Cypark Sdn Bhd (“Cypark”) - to undertake Engineering, Procurement, Construction and Commissioning (“EPCC”)  works in respect of the Solid              Waste Modular Advanced Recovery and Treatment Systems Waste Management Solutions (incorporating Waste-to-Energy Systems) at Ladang Tanah Merah, Negeri Sembilan,          Malaysia (“SMART WTE System” or “Project”).          The total EPCC Contract Price of about RM268.38 million comprises the following:          (a)  offshore portion for the EPCC Works in the sum of JPY3.8938 billion (equivalent to about RM135.38 million) only; and          (b)  onshore portion of the EPCC Works in the sum of RM133.0 million only.         KNMPS will be responsible for all onshore portion of the EPCC Works while Hitachi Zosen Corporation will be responsible for all offshore portion of the EPCC Works. The                   estimated time for the completion of the EPCC Works shall be a period of twenty seven (27) months commencing from the Commencement Date of the EPCC Contract within 42         days from the date of acceptance of the Letter of Award. 2.      Directors' and major shareholders' interest          None of the directors and/or major shareholders of KNM, and/or any persons connected with them, have any direct or indirect interest in the Project. 3.      Effect of the Project          The Project is expected to contribute positively to KNM Group's earnings for the financial years ending 31 December 2015, 2016 and 2017. 4.      Risk Factors          The Project is 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 Project does 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 28 August 2015.

pts2222

科恩马一度飚8.3% 成马交所第二热门股
By Chen Shaua Fui / theedgemarkets.com   | September 1, 2015 : 4:22 PM MYT   
http://www.theedgemarkets.com/my/article/科恩马一度飚83-成马交所第二热门股

（吉隆坡1日讯）科恩马（KNM Group Bhd ( Financial Dashboard)）上周五（8月28日）标得一项价值2亿6838万令吉的固体废料工程，该股今日早盘一度扬升8.3%。

科恩马早盘一度攀高至52仙的全日高位。不过，截至下午4时17分，该股股价下跌1仙或2.08%，至47仙，成交量为5208万9300股。

科恩马（基本面：0.85；估值：1.7）的业务范围主要为国际能源领域的工艺设备制造和总承包。截至截稿前，该股也是今日大马交易所交投第二活络的股项。

科恩马上周五宣布，该公司从Cypark私人有限公司（Cypark Sdn Bhd）标得一项价值2亿6838万令吉的合约，在森美兰丹那美拉（Ladang Tanah Merah）进行固体废料标准化先进回收，以及废料管理处理系统（结合垃圾焚烧发电系统）的工程、采购、建筑与调试（EPCC）工作。

此EPCC合约分为两部分，即岸外工程（价值1亿3538万令吉），以及岸上工程（价值1亿3300万令吉）。

MIDF研究在今日的一项研究报告中指出，科恩马将参与岸上工程，而Hitachi Zosen则参与岸外工程，此合约的耗时近27个月。

“我们重申科恩马‘买入’评级，目标价保持不变为每股62仙。我们是根据科恩马2016财年的每股盈利（4.8仙），以及2016财年的本益比（13倍）得出此目标价。”

该券商指出，尽管全球石油市场被不确定因素所笼罩，国家石油（Petroliam Nasional Bhd）正进行成本合理化活动，惟柔佛边佳兰的工程数量依然充裕。

今年迄今，科恩马已标得价值近3亿3000万令吉的工程合约，其中近1亿8000万令吉来自Toyo Engineering，与边佳兰相关的工程；另外2000万令吉则来自Toyo Engineering在土库曼斯坦（Turkmenistan）的工程。

科恩马自8月24日宣布其截至6月杪的财年上半年净利，按年飙涨62.1%至4100万令吉后，该股股价随即走升。自8月24日起，该股已上扬17.1%。

（编译：倪嫣鴽）

CYPARK RAPID合約提振‧科恩馬錢景看俏
2015-09-01 16:50   
http://biz.sinchew.com.my/node/121946?tid=18   


科恩马 再生能源赚幅20%
财经 股市 行家论股  2015-09-02 11:03
http://www.nanyang.com/node/720936?tid=462

icy97

Type	Announcement
Subject	OTHERS
Description	Acquisition of another 50% equity Interest or 375,000 ordinary shares of RM1.00 each in Verwater KNM Sdn Bhd
KNM Group Berhad (“KNM”) is pleased to announce that its wholly-owned subsidiary, KNM International Sdn Bhd (“KNMI”), has on 1 September 2015 entered into a Shares Sale Agreement (“SSA”) with Paul Antonius Verwater (the “Vendor”) for the acquisition of the Vendor’s entire 50% equity interest or 375,000 ordinary shares of RM1.00 each in Verwater KNM Sdn Bhd (“VKSB”) for a total cash consideration of RM1.00 only (hereinafter referred to as the “Proposed Acquisition”). VKSB is a 50%-owned joint venture company of KNMI that incorporated as a private limited company under the laws of Malaysia on 11 August 1992 with an authorised share capital of RM1,000,000, comprising 1,000,000 ordinary shares of RM1.00 each, of which 750,000 ordinary shares of RM1.00 each have been fully paid-up and issued. VKSB’s registered address is at 15, Jalan Dagang SB 4/1, Taman Sungai Besi Indah, 43300 Seri Kembangan, Selangor Darul Ehsan and it is currently a dormant company. Upon the completion of the Proposed Acquisition, VKSB will become a wholly-owned subsidiary of KNMI, in turn an indirect wholly-owned subsidiary of KNM. The Proposed Acquisition is not expected to have any material effect on KNM’s earnings and net assets for the financial year ending 31 December 2015. None of the directors and/or major shareholders of KNM and/or any persons connected with them have any interest, direct or indirect in the Proposed Acquisition. Details of SSA 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 1 September 2015.

icy97

Notice of Interest Sub. S-hldr (29A)

KNM GROUP BERHAD

Particulars of Substantial Securities Holder

Name	EMPLOYEES PROVIDENT FUND BOARD
Address	Tingkat 19, Bangunan KWSP, Jalan Raja Laut Kuala Lumpur 50350 Wilayah Persekutuan Malaysia.
NRIC/Passport No/Company No.	EPF ACT 1991
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary Share of RM0.50 each
Name & address of registered holder	CITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FUND BOARDLevel 42, Menara Ciitbank, 165 Jalan Ampang, 50450 Kuala LumpurCITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (AFFIN-HWG)Level 42, Menara Ciitbank, 165 Jalan Ampang, 50450 Kuala LumpurCITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (RHB INV)Level 42, Menara Ciitbank, 165 Jalan Ampang, 50450 Kuala LumpurCITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (NOMURA)Level 42, Menara Ciitbank, 165 Jalan Ampang, 50450 Kuala LumpurCITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (PHEIM)Level 42, Menara Ciitbank, 165 Jalan Ampang, 50450 Kuala LumpurCITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (TEMPLETON)Level 42, Menara Ciitbank, 165 Jalan Ampang, 50450 Kuala Lumpur

Date interest acquired & no of securities acquired
Currency	Malaysian Ringgit (MYR)
Date interest acquired	26 Aug 2015
No of securities	14,249,400
Circumstances by reason of which Securities Holder has interest	Acquisition of shares BY EPF/EPF's portfolio manager
Nature of interest	Direct
Price Transacted ($$)
Total no of securities after change
Direct (units)	109,116,420
Direct (%)	5.63
Indirect/deemed interest (units)	0
Indirect/deemed interest (%)	0
Date of notice	27 Aug 2015