【SCIPACK 8125 交流专区】（前名 DAIBOCI）

pts2222

缅甸新厂贡献
耐慕志末季净利扬34%
2018年2月6日
http://www.enanyang.my/news/20180206/缅甸新厂贡献br-耐慕志末季净利扬34/

（吉隆坡5日讯）耐慕志（DAIBOCI，8125，主板工业产品股）截至去年12月杪末季，净利涨33.7%，同时宣布派息每股1.3仙。

该公司向交易所报备，末季净利报793万令吉或每股2.42仙，胜于上财年同期的净赚593万1000令吉或每股1.81仙。

净利攀扬可归功于新缅甸厂房的贡献，以及大马厂房营运效率的改善。

营收创新高

末季营业额增16.93%，报1亿566万1000令吉，上财年同季为9036万令吉。

累计全年，净利升5.87%，录得2595万8000令吉。

营业额则起4.71%，写3亿8864万7000令吉，是该公司有史以来的最高营收。

派息方面，除权日和享有权益日分别落在2月27日及3月1日，而支付日则是3月21日。

展望未来，耐慕志董事经理林树坤指出，缅甸业务的下一步增长大计是要与跨国企业的合作。

“整体来看，我们相信对于缅甸方面已采取了正确的策略，务求在2019财年时当地业务可全年贡献1亿令吉营收。”

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2017	31 Dec 2016	31 Dec 2017	31 Dec 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	105,661	90,360	388,647	371,158
2	Profit/(loss) before tax	11,172	7,268	35,742	29,950
3	Profit/(loss) for the period	8,492	5,931	27,077	24,518
4	Profit/(loss) attributable to ordinary equity holders of the parent	7,930	5,931	25,958	24,518
5	Basic earnings/(loss) per share (Subunit)	2.42	1.81	7.92	7.49
6	Proposed/Declared dividend per share (Subunit)	1.30	1.32	4.77	5.42
		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 ($$)	0.6100		0.5800

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EX-date	27 Feb 2018
Entitlement date	01 Mar 2018
Entitlement time	04:00 AM
Entitlement subject	Interim Dividend
Entitlement description	Interim single tier dividend of 1.30 sen per share
Period of interest payment	to
Financial Year End	31 Dec 2017
Share transfer book & register of members will be	02 Mar 2018   to   02 Mar 2018 closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200Kuala LumpurTel:0327839299Fax:0327839222
Payment date	21 Mar 2018
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	01 Mar 2018
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit	27 Feb 2018
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	0.013

icy97

耐慕志
缅甸联营长期唱好

2018年2月7日

分析:联昌国际投行研究
目标价：2.02令吉

最新进展

耐慕志（DAIBOCI，8125，主板工业产品股）截至去年12月杪末季，净利按年上升33.7%至793万令吉，或每股2.42仙；营业额增16.93%，报1亿566万1000令吉，同时宣布派息每股1.30仙。

累计全年，净利升5.87%至2595万8000令吉；营业额起4.71%至3亿8864万7000令吉。

行家建议

耐慕志2017财年净利预测达到我们预测的92%，会逊于预期是因为末季原料成本增加，且无法转嫁给客户。

不过，该公司宣布派发每股1.3仙终期股息，略胜于预期。全年股息达4.77仙，我们估计派发率达64%。

由于耐慕志今年开始交货给大型跨国宠物饲料客户和另一位跨国企业，所以，预计国内营运将占今年整体营业额增长率的10%以上。

我们也预计，缅甸联营将开始接受之前被视为无利可图的订单。由于劳工成本较低，所以现在执行这些订单是可行的。

我们维持目标价在2.02令吉，这是根据2019年15.6倍本益比计算，比同行平均的13倍高20%，归功于缅甸联营长期增长展望诱人。

不过，我们维持“减持”投资评级，因为估值仍处于高水平，达到2018年21.7倍的本益比。



【e南洋】

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Mar 2018	31 Mar 2017	31 Mar 2018	31 Mar 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	104,741	94,116	104,741	94,116
2	Profit/(loss) before tax	8,542	7,435	8,542	7,435
3	Profit/(loss) for the period	7,081	5,768	7,081	5,768
4	Profit/(loss) attributable to ordinary equity holders of the parent	6,476	5,768	6,476	5,768
5	Basic earnings/(loss) per share (Subunit)	1.98	1.76	1.98	1.76
6	Proposed/Declared dividend per share (Subunit)	1.05	1.32	1.05	1.32
		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 ($$)	0.6200		0.6100

icy97

EX-date	28 May 2018
Entitlement date	31 May 2018
Entitlement time	04:00 AM
Entitlement subject	Interim Dividend
Entitlement description	Interim single tier dividend of 1.05 sen per share
Period of interest payment	to
Financial Year End	31 Dec 2018
Share transfer book & register of members will be	01 Jun 2018   to   01 Jun 2018 closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200Kuala LumpurTel:0327839299Fax:0327839222
Payment date	28 Jun 2018
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	31 May 2018
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit	28 May 2018
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	0.0105

icy97

DAIBOCI - CHANGE OF NAME

DAIBOCHI PLASTIC AND PACKAGING INDUSTRY BERHAD

Kindly be advised that the aforesaid Company has changed its name to Daibochi Berhad. As such, the Company’s securities will be traded and quoted under the new name with effect from 9.00 a.m., Friday, 13 July 2018 as follows:

Old Name	New Name
DAIBOCHI PLASTIC AND PACKAGING INDUSTRY BERHAD	DAIBOCHI BERHAD
DAIBOCHI PLASTIC AND PACKAGING INDUSTRY BERHAD – WARRANTS 2017/2022	DAIBOCHI BERHAD – WARRANTS 2017/2022

However, the Stock Short Name and Stock Number of all securities remain unchanged.

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2018	30 Jun 2017	30 Jun 2018	30 Jun 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	106,373	86,836	211,114	180,952
2	Profit/(loss) before tax	6,274	6,653	14,816	14,088
3	Profit/(loss) for the period	5,013	5,045	12,094	10,813
4	Profit/(loss) attributable to ordinary equity holders of the parent	4,651	5,045	11,127	10,813
5	Basic earnings/(loss) per share (Subunit)	1.42	1.54	3.40	3.30
6	Proposed/Declared dividend per share (Subunit)	0.80	1.00	1.85	2.32
		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 ($$)	0.6200		0.6100

icy97

EX-date	04 Sep 2018
Entitlement date	06 Sep 2018
Entitlement time	04:00 AM
Entitlement subject	Interim Dividend
Entitlement description	Interim single tier dividend of 0.80 sen per share
Period of interest payment	to
Financial Year End	31 Dec 2018
Share transfer book & register of members will be	07 Sep 2018   to   07 Sep 2018 closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200Kuala LumpurTel:0327839299Fax:0327839222
Payment date	27 Sep 2018
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	06 Sep 2018
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit	03 Sep 2018
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	0.008

icy97

icy97

折价卖股42予森德‧耐慕志未必全输
http://www.sinchew.com.my/node/1813916/

icy97

每股1.60元-完成才全购-森德2.2亿购耐慕志42%
http://www.enanyang.my/news/20181114/每股1-60元-完成才全购-森德2-2亿购耐慕志42/

Type	Announcement
Subject	OTHERS
Description	DAIBOCHI BERHAD (formerly known as Daibochi Plastic And Packaging Industry Bhd (Daibochi)NOTIFICATION OF A PROPOSED DISPOSAL BY A GROUP OF INDIVIDUAL SHAREHOLDERS WHO COLLECTIVELY HOLD 42.41% EQUITY INTEREST IN THE COMPANY (VENDORS) TO SCIENTEX BERHAD (SCIENTEX)
The Board of Directors of Daibochi Berhad (formerly known as Daibochi Plastic and Packaging Industry Berhad) (“Board”) wishes to announce that the Board has today received a letter (“Notification Letter”) from certain shareholders of Daibochi (collectively referred to as the “Vendors”) informing the Board that the Vendors have entered into a heads of agreement (“HoA”) with Scientex Berhad (“Scientex”) for the proposed disposal of 139,062,766 ordinary shares in Daibochi (“Sale Shares”) representing 42.41% of the total number of issued shares in Daibochi to Scientex (“Proposed Disposal”). According to the Notification letter: (a)        The HoA is only a recording of the parties’ understanding and does not constitute an agreement or create any legal obligation and the Proposed Disposal is subject to the parties’ negotiation and execution of a conditional share sale agreement (“Conditional SSA”). (b)        Under the HoA, the total consideration for the Proposed Disposal is RM222,500,425.60 (equivalent to RM1.60 per Sale Share) which shall be satisfied by a share exchange through the issuance of 1 new Scientex share for every 5.5 ordinary shares in Daibochi held by the Vendors. (c)        Upon the Conditional SSA becoming unconditional, Scientex will be obliged to extend a mandatory take-over offer to acquire the remaining shares in the Company not already held by Scientex and persons acting in concert with Scientex pursuant to the Malaysian Code on Take-overs and Mergers 2016 (“Proposed Take-Over Offer”). Please refer to Scientex’s announcement dated 14 November 2018 for further details on the HoA. Shareholders and warrant holders should also refer to any announcement by Scientex on the execution of the HoA. It should be noted that there is no certainty that the HoA will lead to the execution of the Conditional SSA and in the event the Conditional SSA is executed, there is no certainty that the Conditional SSA will be completed as its completion will be subject to the fulfilment and/or waiver of various conditions precedent. Therefore, in the event the Conditional SSA does not become unconditional or is otherwise not completed, Scientex will not be obliged to extend the Proposed Take-Over Offer. Shareholders and warrant holders of Daibochi are advised to exercise caution when dealing in Daibochi shares and warrants and to seek independent advice if they wish to do so. An announcement regarding the details on the Proposed Disposal and the Proposed Take-Over Offer should also be made by Scientex upon the execution of the Conditional SSA in relation to the Proposed Disposal. This announcement is dated 14 November 2018.

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2018	30 Sep 2017	30 Sep 2018	30 Sep 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	109,190	102,034	320,304	282,986
2	Profit/(loss) before tax	6,406	10,482	21,222	24,570
3	Profit/(loss) for the period	5,867	7,772	17,961	18,585
4	Profit/(loss) attributable to ordinary equity holders of the parent	5,687	7,215	16,814	18,028
5	Basic earnings/(loss) per share (Subunit)	1.73	2.20	5.13	5.50
6	Proposed/Declared dividend per share (Subunit)	1.00	1.15	2.85	3.47
		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 ($$)	0.6200		0.6100

icy97

EX-date	04 Dec 2018
Entitlement date	06 Dec 2018
Entitlement time	05:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Interim single tier dividend of 1.00 sen per share
Period of interest payment	to
Financial Year End	31 Dec 2018
Share transfer book & register of members will be	07 Dec 2018   to   07 Dec 2018 closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200Kuala LumpurTel:0327839299Fax:0327839222
Payment date	21 Dec 2018
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	06 Dec 2018
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit	03 Dec 2018
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	0.01

icy97

Name	MR LOW GEOFF JIN WEI
Descriptions(Class)	Ordinary shares

Details of changes

No	Date of change	No of securities	Type of transaction	Nature of Interest
1	19/02/2019	13,686,969	Disposed	Direct Interest
	Name of registered holder	Low Geoff Jin Wei
	Description of "Others" Type of Transaction
	Consideration (if any)	2,472,803 Scientex shares.

Circumstances by reason of which change has occurred	Disposal of 13,686,969 ordinary shares to Scientex Berhad ("Scientex").On December 10, 2018, Low Geoff Jin Wei and certain shareholders of the Company entered into a Conditional Share Sale Agreement with Scientex to dispose their shares in the Company via direct business transaction. The transaction was completed on February 19, 2019.
Nature of interest	Direct Interest

Total no of securities after change
Direct (units)	0
Direct (%)	0.000
Indirect/deemed interest (units)	0
Indirect/deemed interest (%)	0.000
Date of notice	20/02/2019
Date notice received by Listed Issuer	20/02/2019

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Notice of Interest Sub. S-hldr (Section 137 of CA 2016)

DAIBOCHI BERHAD

Particulars of Substantial Securities Holder

Name	SCIENTEX BERHAD
Address	No. 9, Persiaran Selangor, Seksyen 15, 40200 Shah Alam, Selangor Darul Ehsan. 40200 Selangor Malaysia.
Company No.	7867-P
Nationality/Country of incorporation	Malaysia
Descriptions (Class)	Ordinary shares
Name & address of registered holder	Scientex BerhadNo. 9, Persiaran Selangor, Seksyen 15, 40200 Shah Alam,Selangor Darul Ehsan.

Date interest acquired & no of securities acquired
Date interest acquired	19 Feb 2019
No of securities	139,062,766
Circumstances by reason of which Securities Holder has interest	On December 10, 2018, Scientex Berhad entered into a conditional share sale agreement with certain shareholders of Daibochi Berhad (formerly known as Daibochi Plastic And Packaging Industry Bhd) ("Daibochi"/ "the Company") to acquire 139,062,766 ordinary shares in the Company, representing 42.41%* equity interest in Daibochi via direct business transaction ("Acquisition"). The Acquisition was completed on February 19, 2019.
Nature of interest	Direct Interest
Total no of securities after change
Direct (units)	139,062,766
Direct (%)	42.41
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Date of notice	22 Feb 2019
Date notice received by Listed Issuer	22 Feb 2019

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2018	31 Dec 2017	31 Dec 2018	31 Dec 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	110,452	105,661	430,756	388,647
2	Profit/(loss) before tax	-600	11,178	20,622	35,748
3	Profit/(loss) for the period	-1,114	8,498	16,847	27,083
4	Profit/(loss) attributable to ordinary equity holders of the parent	-1,573	7,904	15,241	25,932
5	Basic earnings/(loss) per share (Subunit)	-0.48	2.42	4.65	7.92
6	Proposed/Declared dividend per share (Subunit)	0.50	1.30	3.35	4.77
		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 ($$)	0.6000		0.6100

icy97

EX-date	09 Apr 2019
Entitlement date	11 Apr 2019
Entitlement time	05:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Interim single tier dividend of 0.50 sen per share
Period of interest payment	to
Financial Year End	31 Dec 2018
Share transfer book & register of members will be	12 Apr 2019   to   12 Apr 2019 closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200Kuala LumpurTel:0327839299Fax:0327839222
Payment date	26 Apr 2019
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	11 Apr 2019
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit	08 Apr 2019
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	0.005

pts2222

（吉隆坡14日讯）大华继显（UOB Kay Hian）指出，森德（Scientex Bhd）强制收购耐慕志（Daibochi Bhd）凭单的献议是不公平和不合理的。

根据今日通过大马交易所发布的通告，该独立顾问表示，在森德向耐慕志股东提出的3项方案中，基于献购价折价和流动性低，凭单献议是不公平和不合理。

“森德针对耐慕志凭单持有人的献购价，远低于后者的收盘价，较凭单历史收市价折价91.7至97.9%。这一献购价亦比12仙的理论价大幅折让91.7%。”

“尽管凭单的流动周转率较低，为0.35%，相比之下，可比公司的流动周转率为4.91%，且没有其他献议。”

大华继显称，凭单持有人可以持续持有将于2022年6月19日到期的凭单，并在公开市场以高于献购价的价格出售，因考虑到献购方有意维持耐慕志的主板上市地位。

然而，现金和换股选项都是公平且合理。

“这是由于现金选项位于1.52至1.73令吉之间的合理水平，以及高于收盘价和5天成交量加权平均价。”

换股献议也被认为是公平和合理的，因允许耐慕志股东换得流动周转率（2.26%）相对高的森德股票。

截至3时30分，耐慕志平盘挂于1.58令吉，共90万8300股易手，市值为5亿1808万令吉。

森德则跌2仙或0.24%，至8.38令吉，成交量有19万9400股。

icy97

DAIBOCHI BERHAD

Subject

INDEPENDENT ADVICE CIRCULAR TO THE HOLDERS OF DAIBOCHI BERHAD IN RELATION TO THE CONDITIONAL MANDATORY TAKE-OVER OFFER FROM RHB INVESTMENT BANK BERHAD ON BEHALF OF SCIENTEX BERHAD

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6094717

Attachments Daibochi Berhad - IAC.pdf

icy97

Name	SCIENTEX BERHAD
Address	No. 9, Persiaran Selangor, Seksyen 15, 40200 Shah Alam, Selangor Darul Ehsan. 40200 Selangor Malaysia.
Company No.	7867-P
Nationality/Country of incorporation	Malaysia
Descriptions (Class)	Ordinary shares

Details of changes

No	Date of change	No of securities	Type of Transaction	Nature of Interest
1	18 Mar 2019	32,921,327	Acquired	Direct Interest
	Name of registered holder	Scientex Berhad
	Address of registered holder	No. 9, Persiaran Selangor, Seksyen 15, 40200 Shah Alam, Selangor Darul Ehsan.
	Description of "Others" Type of Transaction

Circumstances by reason of which change has occurred	Acquired pursuant to a conditional mandatory take-over offer.
Nature of interest	Direct Interest
Direct (units)	171,984,093
Direct (%)	52.539
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	171,984,093
Date of notice	19 Mar 2019
Date notice received by Listed Issuer	19 Mar 2019