【KNM 7164 交流专区2】科恩马

pts2222

科恩马获1.8亿边佳兰综合中心合约
By Ahmad Naqib Idris / theedgemarkets.com   | September 10, 2015 : 4:40 PM MYT   
http://www.theedgemarkets.com/my/article/科恩马获18亿边佳兰综合中心合约

（吉隆坡10日讯）科恩马（KNM Group Bhd ( Valuation: 1.70, Fundamental: 0.85)）间接持有70%的联营公司，获颁国家石油边佳兰综合中心（PIC），总值4200万令吉（1亿8300万令吉）合约。

科恩马今日向大马交易所报备，CNI Engineering & Construction Malaysia私人有限公司（CNIEC）获Toyo Thai Malaysia私人有限公司颁发的合约，为该中心进行安装工作，其中包括采购消耗材料和零部件、建筑工作、检查和测试，以及文档编制。

这项合约为期25个月，从今年9月开始。

“安装工作预计将为截至12月31日止的2016、2017和2018财政年作出盈利贡献。”

（编译：陈慧珊）

Type	Announcement
Subject	OTHERS
Description	Order Secured by CNI Engineering & Construction Malaysia Sdn Bhd amounting to approximately USD42 million (Equivalent to Approximately RM183 million)
1.      Introduction KNM Group Berhad (“KNM”) is pleased to announce that its indirect 70%-owned joint venture company, CNI Engineering & Construction Malaysia Sdn Bhd (“CNIEC”) has been awarded a contract with value of USD42 million (equivalent to approximately RM183 million) by Toyo Thai Malaysia Sdn Bhd to undertake the erection work in relation to PETRONAS’ Pengerang Integrated Complex Project (“Erection Work Contract”). The scope of supply and work of CNIEC shall generally include, but not limited to, procurement of consumable materials and parts, construction works, inspection and test, and documentation as stated in the contract. The Erection Work Contract duration is approximately 25 months and is scheduled to commence in September 2015.   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 Erection Work Contract.   3.      Effect of the Project The Erection Work Contract is expected to contribute positively to KNM Group's earnings for the financial years ending 31 December 2016, 2017 and 2018. 4.      Risk Factors The Erection Work Contract 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 Erection Work Contract 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 CNIEC. This announcement is dated 10 September 2015.

icy97

持13億RAPID工程‧科恩馬放眼再攫3.5億

2015-09-11 17:14      
（吉隆坡11日訊）
●新聞
科恩馬集團（KNM,7164,主板工業產品組）持股70%的子公司——CNI工程與建築公司，從邊佳蘭綜合油氣中心（RAPID）計劃中贏得價值4千200萬美元（約1億8千300萬令吉）的工作合約。

上述合約為期25個月，內容包括原料與零件採購、建築和測檢工作等。

●分析
馬銀行研究認為這是正面進展，但並非意料之外，科恩馬集團的RAPID相關工程將大增至13億令吉（3億2千200萬美元）。

“整體而言，我們預期科恩馬集團單單從RAPID計劃可取得約8億至10億美元工程，並已納入財測中。”

進軍再生能源工程該行表示，雖然RAPID工程可讓該集團保持忙碌，但更大目標保持為進軍再生能源工程，目前正在進行中。

MIDF研究表示，在此合約中，該集團在所佔的合約價值為1億2千800萬令吉。



根據此工程的內容和規模，預期可從中取得約5至10%賺幅，相等於約640萬至1千280萬令吉盈利貢獻。

豐隆研究指出，該集團今年來已取得4億6千600萬令吉合約，由於該行已預期全年合約填補為5億4千萬令吉，因此保持財測不變。

“據瞭解，該集團有信心在近期取得約3億5千萬令吉相關合約。”

同時，該集團第三季業績也將比第二季出色，因為RAPID的貢獻在下半年開始提昇。（ 星洲日報／財經）


续受惠RAPID　科恩马新订单前景看好
财经  2015年09月11日
http://www.orientaldaily.com.my/business/cjrapid

科恩马 RAPID合约陆续有来
财经 行家论股  2015-09-12 11:35
http://www.nanyang.com/node/722857?tid=462

icy97

Type	Announcement
Subject	OTHERS
Description	INVESTMENT IN BORSIG SERVICES AUSTRALIA PTY LTD
KNM Group Berhad (“KNM” or “the Company”) is pleased to announce that its indirect group subsidiary, KNM Borsig Services Sdn Bhd (“KNMBS”), had on 14 September 2015 fully subscribed and completed its investment/subscription of 1 ordinary share of AUD1.00 each in relation to the incorporation of Borsig Services Australia Pty Ltd (“BSAPL”) for a total cash consideration of AUD1.00 only (equivalent to RM3.074) (“Investment”). BSAPL was incorporated as a private limited company in New South Wales, Australia on 24 July 2015. It is currently dormant but will be principally involved as a contractor for the oil and gas industry and provision of technical and maintenance services. The Investment in BSAPL 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 Investment. This announcement is dated 14 September 2015.

icy97

Notice of Person Ceasing (29C)

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
Date of cessation	23 Sep 2015
Name & address of registered holder	CITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FUND BOARDLevel 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala LumpurCITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (AFFIN-HWG)Level 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala LumpurCITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (RHB INV)Level 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala LumpurCITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (NOMURA)Level 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala LumpurCITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (PHEIM)Level 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala LumpurCITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (TEMPLETON)Level 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala Lumpur

Currency	Malaysian Ringgit (MYR)
No of securities disposed	18,346,900
Price Transacted ($$)
Circumstances by reason of which Securities Holder has interest	Acquisition (150,000 shares) and disposal of shares (18,496,900 shares) by EPF/EPF's portfolio manager
Nature of interest	Direct
Date of notice	25 Sep 2015

pts2222

科恩马子公司获颁5.81亿令吉英国EPCC合约
By Supriya Surendran  / theedgemarkets.com   | October 7, 2015 : 4:04 PM MYT   
http://www.theedgemarkets.com/my/article/科恩马子公司获颁581亿令吉英国epcc合约

（吉隆坡7日讯）科恩马（KNM Group Bhd ( Valuation: 1.70, Fundamental: 0.85)）独资子公司KNM处理系统私人有限公司（KNMPS）昨日（10月6日）获颁一项价值8800万英镑（约5亿8100万令吉）的合约，负责为英国克里登贝丁顿巷的废弃物能源化发电厂进行工程、采购、建筑与调试（EPCC）工程。

科恩马向大马交易所报备，上述合约由英国Drenl公司（Drenl Ltd）颁布，KNMPS也负责废弃物能源化发电厂的营运与保养工作，依合约最终的条款与条件而定。

此EPCC合约预计耗时近27个月，由接获Drenl的通知当日算起。该合约预计将为科恩马截至2016年、2017年和2018年12月杪的财年贡献盈利。         

科恩马透过文告指出，由于合约服务对象集为英国发电与建筑领域，惟此合约也面临一定程度的风险。

“这些风险包括（但不限于）一般的经济条件，例如通货膨胀、环境、健康与安全守则、税务、外汇、利率、劳工与原料供应，以及经商与营运条件的变化（但不限于），像是政府与法令规定，以及当时市场情况恶化。”

科恩马在这些领域已开始营运，因此，公司将继续面临这些风险因素。

“虽然科恩马或可凭借着丰富经验，减少各项风险因素为公司带来的冲击，惟却不能担保上述风险因素不会对科恩马和KNMPS构成重大的负面影响。”

截至下午3时56分，该股扬升6仙或12.63%至53.5仙，成交量为1亿2268万5600股。

Type	Announcement
Subject	OTHERS
Description	Order Secured by KNM Process Systems Sdn Bhd amounting to ￡88 million (equivalent to approximately RM581 million)
1.      Introduction KNM Group Berhad (“KNM”) is pleased to announce that its wholly-owned subsidiary, KNM Process Systems Sdn Bhd (“KNMPS”) has on 6 October 2015 accepted a Letter of Award from  Drenl Ltd, a company registered in United Kingdom, to undertake the Engineering, Procurement, Construction and Commissioning of a Waste-to-Energy Facility at Beddington Lane, Croydon, United Kingdom (“EPCC Contract”) amounting to ￡88 million (equivalent to approximately RM581 million). KNMPS has also been awarded the Operation and Maintenance (“O&M”) of the said Waste-to- Energy Facility subject to the finalisation of the terms and conditions. The EPCC Contract duration is approximately 27 months commencing after receiving notice to proceed from Drenl Ltd. 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 EPCC Contract. 3.      Effect of the Project The EPCC Contract is expected to contribute positively to KNM Group's earnings for the financial years ending 31 December 2016, 2017 and 2018. 4.      Risk Factors The EPCC Contract is subject to certain risks mainly in the power and construction industries in the United Kingdom. These include changes in general economic conditions such as, but not limited to inflation, environmental, health and safety regulations, 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. 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 these industries. Although KNM Group with its vast experience may undertake efforts to mitigate the various risk factors, there is no assurance that any change in the above risk factors will not have a material adverse effect on the business and operations of KNM and/or KNMPS. This announcement is dated 7 October 2015.

icy97

Type	Announcement
Subject	OTHERS
Description	INVESTMENT IN KNM CAPITAL (PIC) SDN BHD
Pursuant to Paragraph 9.19(23) of Bursa Malaysia Securities Berhad's Main Market Listing Requirements, KNM Group Berhad (“KNM” or “the Company”) wishes to announce that the Company had on 8 October 2015 completed its investment of 2 ordinary shares of RM1.00 each in KNM Capital (PIC) Sdn  Bhd (“KNMCPIC”) in relation to the incorporation of KNMCPIC for a total cash consideration of RM2.00 only (“Investment”). KNMCPIC was incorporated as a private limited company in Malaysia on 8 October 2015 and having its registered office at 15, Jalan Dagang SB 4/1, Taman Sungai Besi Indah, 43300 Seri Kembangan, Selangor Darul Ehsan. It is currently dormant but will be principally involved in the provision of funding and all related treasury services to KNM group of companies in respect of works undertaken or to be undertaken for the Pengerang Integrated Complex in Pengerang, Johor. Its authorised capital is presently RM400,000.00 and its issued and paid-up capital is RM2.00. The Investment in KNMCPIC 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 Investment. This announcement is dated 8 October 2015.

icy97

新合约捎惊喜　科恩马全年订单已达標

财经  2015年10月08日
（吉隆坡8日讯）英国新合约捎来惊喜，科恩马集团（KNM，7164，主板工业股）今年以来新添的订单已经达到全年的预测水平，分析员也看好该公司接下来有望从石油提炼和石化综合发展（RAPID）计划，获得额外项目。

虽然如此，分析员暂时仍维持科恩马集团的投资评级和目標价不变。

科恩马集团昨天中午宣布，获得英国Drenl公司颁发的废物能源工程、採购、建筑及安装（EPCC）合约，总值5亿8100万令吉。加上原油价格大升，其股价週三受激励大起15.8%。

油价今日持平，科恩马集团交投继续大热，但股价开始回跌，闭市时下跌2仙或3.60%，收在0.535令吉，成交量为1亿4607万股，是週四交投最热的股项。

丰隆投行分析员指出，这是该公司在6个月內获得的第3项合约，年头至今新合约价值达到10亿令吉，预计可为科恩马集团带来1500万令吉的盈利。自2014下半年起，科恩马集团获得了总数约20亿令吉的本地EPCC订单。

財测或上调

分析员指出，加上这份新合约，科恩马集团已经达到该投行此前预测的全年新添订单目標，接下来从石油提炼和石化综合发展（RAPID）获得的额外合约，都有潜在机会使分析员上调科恩马集团的盈利预测。

分析员也表示，对该公司获得英国新EPCC订单感到惊喜，因为这並不是来自RAPID项目的EPCC合约。管理层证明了，儘管目前油价低迷，但公司获取新订单的能力仍强劲。

从这项合约，分析员也预计，科恩马集团相信开始將重心，从依靠个別项目工程收入，转至经常性收入的模式，这將是日后另一重估因素。

基於EPCC工程展开的时机，分析员相信，科恩马集团2015財政年（12月31日结账）下半年的盈利料不亮眼，但RAPID项目將会对2016和2017財政年的盈利带来显著贡献。因此，可能会出现盈利超越预期的惊喜。

丰隆投行分析员维持科恩马集团「买进」投资评级和0.67令吉的目標价，並强调仍未將英国彼得伯勒（Peterborough）能源公园和泰国再生能源业务纳入盈利预测的考量。【东方网财经】


科恩马 新合约赚幅料25%
财经 行家论股  2015-10-09 11:15
http://www.nanyang.com/node/727710?tid=462

lihlihkoo

明天要进点货

icy97

更多工程到手‧科恩馬可更上一層樓

2015-10-11 19:21      

讀者小股東問：
科恩馬集團（KNM，7164，主板工業產品組）的最新發展是甚麼？我是以高價買入的，請問前景可好？是不是需要再買進一些拉低成本？

答：
最新業務發展方面，科恩馬集團甫於8月杪宣佈獲CYPARK資源（CYPARK，5184，主板貿服組）頒發合約，市場分析員認為，未來3年每年料貢獻多達1千500萬令吉淨利。

根據豐隆研究表示，該公司是與日立（Hitachi）合組的財團攫取2億6千800萬令吉的固體廢料回收工程訂單，其中1億3千400萬令吉工程歸該公司所有。

目前，該公司在本地工程、採購、施工和調試（EPCC）訂單總額為13億3千萬令吉。馬銀行預期該公司可在2015財政年獲得3億5千萬令吉的再生能源合約。

今年下半年將有更多RAPID工程啟動，屆時科恩馬集團第三季業績將優於第二季。該公司目前所有訂單總額為22億令吉，若每年消耗4億5千萬令吉的訂單，可支撐該公司4年的業務。

是否要再買拉低之前投入的成本，這裡有些證券研究給予科恩馬集團的一些目標價，相信可作為參考。

這包括馬銀行研究最為看好其未來前景，而給予未來12個月的目標價為1令吉、豐隆研究則給予67仙、MIDF研究則最為謹慎保守，給的目標價為62仙。惟它們都給予買進評級。（星洲日報／投資致富‧投資問診‧文：李文龍）

icy97

配售1.9億股 科恩馬籌資逾億

財經企業21 Oct 2015 23:00
（吉隆坡21日訊）科恩馬（KNM，7164，主要板工業）建議配售股本10%股權，籌資逾1億令吉償還債務及充作未來計劃營運資本。

該公司向馬證交所報備指出，計劃發行新股展開配售計劃，規模相等于股本10%，即1億9389萬3700股，每股面值50仙，不過配售新股發售價未定。

文告指出，若以5日加權平均股價（VWAP）折價不超過10%計算，每股料相等于55仙，籌資所得將相等于1億664萬令吉。

籌資所得中5100萬令吉將用以償還債務，省下450萬令吉利息；另外5266萬令吉則充作新合約及未來合約的營運資本，余下則是配售計劃經費298萬令吉。
　
科恩馬指出，曾在今年4月展開附加股計劃，用以償還債務，附加股計劃完成后再獲3項大合約，總值數億令吉，加上正參與競標邊佳蘭石油與化學發展綜合中心相關計劃，總值亦高達50億令吉，故決定再展開配售計劃。【中国报财经】

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) FUND RAISING
Description	KNM GROUP BERHAD ("KNM" OR "COMPANY")PROPOSED PLACEMENT OF UP TO TEN PERCENT (10%) OF THE ISSUED AND PAID-UP SHARE CAPITAL OF THE COMPANY
On behalf of the Board of Directors of KNM, Kenanga Investment Bank Berhad wishes to announce that the Company proposes to undertake a placement of up to 10% of its issued and paid-up share capital ("Proposed Placement"). Please refer to the attachment for further details of the Proposed Placement. This announcement is dated 21 October 2015.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4898937

Attachments KNM - Announcement.pdf

icy97

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) FUND RAISING
Description	KNM GROUP BERHAD ("KNM" OR "COMPANY")PROPOSED PLACEMENT OF UP TO TEN PERCENT (10%) OF THE ISSUED AND PAID-UP SHARE CAPITAL OF THE COMPANY
Unless otherwise defined, defined terms used in this announcement shall carry the same meanings as defined in the announcement dated 21 October 2015 in relation to the Proposed Placement. On behalf of the Board, Kenanga IB wishes to announce the following additional information: 1.    Status of utilisation of Rights Issue proceeds        As at the LPD, the proceeds from the Rights Issue have been fully utilised as planned. 2.    Breakdown of Proposed Placement expenses Details Estimated amount RM'000 (a) Advisory and placement fees                                     2,766 (b) Authorities fee 30 (c) Miscellaneous 184 Total 2,980 This announcement is dated 22 October 2015.

icy97

科恩马 料获43亿RAPID合约

财经 行家论股  2015-10-23 11:24

目标价：1令吉

最新进展
科恩马（KNM，7164，主板工业产品股）私下配售高达1亿9389万3700股，供第三方投资者认购。

假设配售价每股55仙，配售计划预计可筹集高达1亿664万令吉。

其中5100万令吉用来偿还银行贷款，预计公司和子公司每年可节省450万令吉利息。

另外5266万2000令吉，将作为新项目和未来项目的营运资本。

这项建议料在明年首季完成。

行家建议
这是科恩马近几年的第三次筹资计划，如果发售价格为每股50仙，将可筹集9700万令吉，而负债率也能从0.19倍，降低至0.17倍。

所筹集款项正好适用于炼油与石油化工综合发展计划（RAPID）相关工程，我们预测未来12个月，RAPID将释出更多合约，而科恩马将是其中一个主要受惠公司。

我们预计科恩马将可从RAPID工程里，竞得约10亿美元（43亿令吉）的合约。

我们对科恩马的长期展望感到正面，而转型至再生能源业务正在进行中，若成为特许经营业主，可确保持续性的现金流及盈利稳定。



马银行投行研究

【南洋网财经】

icy97

icy97 发表于 30-8-2015 04:14 PM
科恩马获Cypark 2.6亿合约

财经新闻 财经  2015-08-29 12:45

科恩馬獲頒2.7億合約

財經企業27 Oct 2015 23:00
（吉隆坡27日訊）科恩馬（KNM，7164，主要板工業）財團獲頒約2億6838萬令吉併購工程、採購、建築及委外（EPCC）工程。

科恩馬向馬證交所報備，獨資子公司KNM Process Systems私人有限公司，通過SHK財團，與CYPARK資源（CYPARK，5184，主要板貿服）旗下Cypark私人有限公司簽署最終議，以針對森美蘭廢棄物轉至能源（waste to energy）計劃，參與併購工程、採購、建築及委外工程。

SHK財團是由KNM Process Systems私人有限公司和Hitachi Zosen集團所組成。

根據報備文件，上述工程涵蓋價值38億9380萬日圓（約1億3538萬令吉）的岸外併購工程、採購、建築及委外合約，及價值1億3300萬令吉的岸內併購工程、採購、建築及委外工程。【中国报财经】

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
Unless otherwise defined, defined terms used in this announcement shall carry the same meanings as defined in the announcement dated 28 August 2015 in relation to the SMART WTE System or Project. Further to the Company’s announcement on 28 August 2015, the Company is pleased to inform 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 signed the definitive Contract Agreement on 26 October 2015 with 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. This announcement is dated 27 October 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 FD BD (AFFIN-HWG) Level 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala LumpurCITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (RHB INV) Level 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala LumpurCITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (NOMURA) Level 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala LumpurCITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (PHEIM) Level 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala LumpurCITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (TEMPLETON) Level 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala Lumpur

Date interest acquired & no of securities acquired
Currency
Date interest acquired	27 Oct 2015
No of securities	2,681,500
Circumstances by reason of which Securities Holder has interest	Acquisition of shares by EPF's portfolio manager
Nature of interest	Direct
Price Transacted ($$)
Total no of securities after change
Direct (units)	98,123,020
Direct (%)	5.06
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Date of notice	28 Oct 2015

icy97

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) FUND RAISING
Description	KNM GROUP BERHAD ("KNM" OR "COMPANY")PLACEMENT OF UP TO TEN PERCENT (10%) OF THE ISSUED AND PAID-UP SHARE CAPITAL OF THE COMPANY ("PLACEMENT")
We refer to the announcements dated 21, 23 and 29 of October 2015 in relation to the Placement (“Announcements”). For consistency purposes, the abbreviations used in this announcement are the same as those previously defined in the Announcements unless otherwise defined herein. On behalf of the Board, Kenanga IB wishes to announce that the Board had on 2 November 2015 (“Price Fixing Date”) fixed the issue price at RM0.50 per Placement Share (“Issue Price”). The Issue Price represents a discount of approximately 6% to the five (5)-day VWAP of the Shares up to and including 30 October 2015, being the last full trading day immediately prior to the Price Fixing Date, of RM0.53 per Share. This announcement is dated 2 November 2015.

icy97

KNM GROUP BERHAD

1. Details of Corporate Proposal
Involve issuance of new type/class of securities ?	No
Types of corporate proposal	Private Placement
Details of corporate proposal	Placement of up to ten percent (10%) of the issued and paid-up share capital of KNM Group Berhad
No. of shares issued under this corporate proposal	193,893,700
Issue price per share ($$)	Malaysian Ringgit (MYR)   0.5000
Par Value ($$)	Malaysian Ringgit (MYR)   0.500
Latest issued and paid up share capital after the above corporate proposal in the following
Units	2,156,132,642
Currency	Malaysian Ringgit (MYR) 1,078,066,321.000
Listing Date	12 Nov 2015

Ztd3088

当初我买KNM每股3.20元、卖0.46元、净亏损450万元马帀。今天KNM每股净值1.38元、CSL每股净值1.50元；KNM首三季每股盈利2.41分、中国文具每股盈利3.2分多。各位大大我们应该投资KNM还是CSL呢？

icy97

税务支出企高　科恩马净利猛挫

经济新闻
27/11/201519:02
（吉隆坡27日讯）受税务支出大幅走高所影响，科恩马集团有限公司（KNM，7164，工业产品组）截至9月杪的2015财年第3季净利暴跌86%至240万令吉，相比上财年同季净赚1640万令吉。

科恩马集团在致给大马交易所的文件中称，该公司2015财年第3季的税务支出飙涨80%至2660万令吉，上财年同季的税务支出仅录得1470万令吉。

然而，科恩马集团现财年第3季营业额则扬升6.4%至4亿5820万令吉，上财年同季报4亿3070万令吉。

纵观2015财年首3季的业绩表现，科恩马集团净赚4350万令吉，上财年同期净利报4170万令吉，升幅为4.3%，主要归功于营运盈利和营运成本走好。

基于现有工程几近完工，加上新订单仍处于初步阶段，科恩马集团累计3季营业额由上财年同期的14亿令吉，年挫16.3%至12亿令吉。

即便如此，该公司董事部仍乐观看待公司现财年的业绩表现。

“集团的亚洲与大洋洲业务将持续看涨，主要来自边佳兰综合大厦（PIC）计划的订单，而欧洲和美国业务料将持续获利。”【光华日报财经】

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2015	30 Sep 2014	30 Sep 2015	30 Sep 2014
		$$'000	$$'000	$$'000	$$'00

1	Revenue	458,175	430,682	1,183,853	1,413,895
2	Profit/(loss) before tax	28,527	30,495	98,857	73,517
3	Profit/(loss) for the period	1,960	15,746	42,228	39,814
4	Profit/(loss) attributable to ordinary equity holders of the parent	2,363	16,435	43,521	41,725
5	Basic earnings/(loss) per share (Subunit)	0.13	1.07	2.41	2.72
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 ($$)	1.3800		1.3200

icy97

新合約入袋‧科恩馬2年盈利可改善

2015-12-10 17:12      
（吉隆坡10日訊）科恩馬集團（KNM，7164，主板工業產品組）趕搭石油與天然氣下游業務，以及再生能源投資熱潮，有望擺脫事業低谷，分析員看好新增合約陸續有來，未來2年盈利表現有望改善，但執行力將是扭轉乾坤關鍵。

執行力將是關鍵

肯納格研究表示，走過2008年全球金融風暴困境，科恩馬集團現已趕搭總值200億令吉的邊佳蘭綜合油氣中心（RAPID），以及國內外再生能源趨勢狂刮，帶來的下游領域升級再造（Upcycle）的便車重新崛起。

科恩馬集團因業績表現遜色，加上投資海外失利，表現讓投資者大失所望，自2008年金融風暴起開始消失在外資雷達上，但隨著集團通過脫售虧損業務，以及削減債務，成功將負債比從2008年的0.5倍減至現有的0.2倍，大大降低業務可持續性的流動性風險。

此外，科恩馬集團今年新增合約不斷，今年為止新增12億令吉合約，其中多數為再生能源、工程、採購、施工和調試（EPCC）和設備供應合約為主。

肯納格研究相信，隨著RAPID加快合約釋出現，相信未來幾年科恩馬集團將有更多的合約入袋，2015和2016年訂單更新量料達15億令吉，集團盈利也有望在未來2年持續改善，複合年均增長率（CAGR）達56%。

“科恩馬集團現手握36億令吉訂單，未來盈利可能轉強，但一切取決於其執行力，以避免工程重大成本超支和延宕。同時集團11倍本益比，較中小型油氣公司的8至9倍為高，加上中小型油氣公司仍存在業務風險，因此我們決定給予其62仙目標價，但不設定投資評級。”（星洲日報／財經‧報導：洪建文）

icy97

科恩馬該賣出？

2015-12-20 19:25      

小投資者問：
科恩馬集團（KNM，7164，主板工業產品組）最近業績表現情況如何？我在0.570令吉買進，現已跌至0.520令吉（13／11／2015），請問我應賣出還是繼續持有？

答：
截至2015年9月30日為第三季，科恩馬集團的淨利減少至236萬3千令吉（每股淨利為0.13仙），營業額為4億5千817萬5千令吉。

首9個月，該公司淨利卻增加至4千352萬1千令吉（每股淨利為2.41仙），營業額為11億8千385萬3千令吉。同期的每股資產值為1令吉38仙。

應該賣出或是繼續持有科恩馬集團，本地一些證券研究給的最新目標價可供參考；馬銀行研究於9月10日的報告中給予目標價1令吉（當時其股票市價為48仙），並給予“買進”建議。

豐隆研究於10月22日建議的目標價為67仙（當時市價為53.5仙），也給予“買進”評級。（星洲日報／投資致富‧投資問診‧文：李文龍）