【PANTECH 5125 交流专区】鹏达集团

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规避美国反倾销税 鹏达拟印菲设公司

财经新闻 财经  2014-11-14 11:05
（吉隆坡13日讯）为了避免被征收反倾销税，鹏达集团（PANTECH，5125，主板贸服股）计划在印尼或菲律宾设立公司。

鹏达集团执行董事陈安安，与安联星展研究分析员会面时披露，鹏达集团2015财年净利料无惊喜，因制造业务将抵消表现获得改善的贸易业务。

“这是因为，美国对14寸不锈钢管推行的反倾销税，导致我们无法扩大产能，改善规模。”

为了解决此问题，该公司冀望在没有推行反倾销税的国家，如印尼及菲律宾设立公司。

鹏达集团的贸易业务在2015财年重拾动力，主要由海事重工（MHB，5186，主板贸服股）和沙肯石油（SKPETRO，5218，主板贸服股）的需求主导，因这两家公司正忙于工程、采购、承建和测试（EPCC）合约。

料获边佳兰订单

陈安安说，边佳兰的下游油气的发展也在预期中，鹏达集团料可从中取得订单。

目前，该公司共得到总值400万令吉的导入长弯管订单。

“我们放眼取得更多订单，特别是从2016财年第三季开始，因届时项目都已开始动工。”

除了贸易业务，制造业务也可从导入长弯管和其他碳钢管的需求中受惠。

分析员相信，鹏达集团2016财年的每股盈利可增长33%，维持“买进”投资评级和1.55令吉的目标价格。



【南洋网财经】

icy97

股海宝藏：鹏达集团渐入佳境

股海宝藏 财经周刊 投资观点  2014-12-29 06:15
分析员预测鹏达集团2015财年下半以及2016和2017财年将会表现强劲，因为边佳兰国油炼油厂和石化工业综合计划（RAPID）的订单，将会开始流入。

根据公司管理层表示，RAPID发展总额当中，有5%可能会发给聚氟乙烯（PVF）承包商。

由于该集团占有40%本地聚氟乙烯市场份额，这意味着它受惠的几率很高。

鹏达集团（PANTECH，5125，主板贸服股）于2007年2月上市，从事的一站式中心核心业务，包括：1）钢管、装置和流量控制产品贸易；2）生产碳钢、铜镍和镍合金配件和装置。

2012年5月，鹏达集团以4500万令吉，收购英国的Nautic Steel。

在过去30年，Nautic集团是声誉卓越的钢铁产品生产商，产品包括双工和超级双工不钢铁、铜镍和镍合金。

该集团也获得不同国际机构的产品认证，以及与油气大公司例如卡塔尔石油、科威特公司、国油、英国石油、埃索、蚬标和巴西海军等，有非常良好的关系。

因此，鹏达集团将可以利用Nautic的网络，直接分销产品给这些大公司。

油气业贡献最大

鹏达集团必须要提供种类广泛的产品以及充足的货源，及时应付客户的需求，这包括庞大的储存空间，并保持货仓拥有4至5个月货源。

它的策略是为客户提供充足的货源，因此，不会面对工厂前置时间紧张的问题。

逾2万产品种类

此外，它拥的产品种类超过2万种，使它可以为客户提供及时和全面的服务。

目前，该公司拥有超过500名的客户。

目前，集团的生产工厂位于雪兰莪巴生、柔佛巴西古当以及英国塔姆沃斯。

该集团是一站式中心，为以下的工业服务，分别为油气、石油化学及化学工厂、棕油工厂、棕油提炼厂、油脂化学厂、生物柴油厂、发电厂、提炼和加工厂等。

油气业是公司的最大单一客户，超过50%的收入是来自这个领域，接着是棕油领域（约15到20%）。

鹏达集团业务可以分成两个主要领域，即贸易和制造，每个领域为公司贡献50%的营收。

半年赚2700万

鹏达集团于2015上半年财年的净利为2700万令吉（按年减少6.9%），符合市场预测。

一如所料，2015财年第二季业绩与首季一样，这一季营收也是逊色，因为本地岸外油气计划延迟推出，以及国际需求疲弱。

2015财年上半年的表现疲弱，因为制造业务盈利贡献低（营运赚幅减16.4%），归咎于美国业务蒙受亏损，因为反倾销诉讼以及全球销售出现季度的呆滞情况。

不过，分析员预测它2015财年下半以及2016和2017财年将会表现强劲，因为边佳兰国油炼油厂和石化工业综合计划（RAPID）的订单，将会开始流入。

根据公司管理层表示，RAPID发展总额当中，有5%可能会发给聚氟乙烯（PVF）承包商。由于该集团占有40%本地聚氟乙烯市场份额，这意味着它受惠的几率很高。

开拓海外新市场

鹏达集团管理层披露，将继续采取以下策略：1.转至生产高档不锈钢装置（不受反倾销法律影响，以及比不锈钢管的赚幅更高）2.积极开拓其他潜在出口市场，例如南美洲和欧洲，以缓和美国市场因反倾销诉讼所蒙受的损失。

管理层不排除通过并购来取得增长。

安联星展预测，鹏达集团于2015至2017财年的3年平均复增为18%，主要是从2016财年开始，会从边佳兰国油炼油厂和石化工业综合计划中受惠。

鹏达集团是马来西亚聚氟乙烯市场的领导者，占有40%的份额，它目前处于最佳的位置以取得高达17亿令吉的下游领域发展合约。

估值廉宜

我们相信最近它的股价大跌，已将油气的不利因素反映在内，一旦市场需求好转，鹏达集团将被上修至与同行一致的估值。

笔者喜欢鹏达集团，因为它专注于争取边佳兰国油炼油厂和石化工业综合计划的工程。

自从它的股价从52周高点1.15令吉大跌下来之后，它目前是在2016财年6.8倍水平交易，使它成为大马当前拥有稳固增长前景的罕有小型油气股。

鹏达集团利好因素

随着股价最近大跌，使鹏达集团成为具有吸引力的小型油气公司，因为拥有以下的催化剂：
1.2010至2014财年平均5.4%的慷慨周息率（行业平均2%）。

2.诱人的6.8倍单位数冲淡后本益比（行业平均10倍；5年平均本益比为7.3倍及2014年平均本益本11倍，根据0.975令吉平均价格计算）及最新价格对账面价值仅0.97倍（行业平均为1.5至2倍）。

3.稳固的资产负债表（截至2015财年上半，净负债0.26倍，并拥有7700万令吉现金储备），这使得公司可进行有价值的并购和内部扩张，希望在2015年达到10亿营收的目标。

4.赚幅和盈利成长来自产能扩充、改善产品组合，以及营运效率。



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本文分析仅供参考，并非推荐购买或脱售。
投资前请咨询专业金融师。

慧眼

【南洋网财经】

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鵬達集團 第3季淨利跌25%

財經企業22 Jan 2015 23:00
（吉隆坡22日訊）受貿易業務拖累，鵬達集團（PANTECH，5125，主要板貿服）截至11月底2015財年第3季，淨利按年跌25%至908萬令吉，宣布每股派息0.6仙。

鵬達集團向馬證交所報備，將在4月16日派發每股0.6仙中期股息，除權日鎖定在3月17日。這將本財年股息提高至2.6仙。

根據報備文件，第3季淨利下滑25%至908萬令吉；營業額縮減5%至1億2404萬令吉。

貿易業務貢獻走低，主要因為油氣領域需求減緩所致。

首9個月，淨利跌12%至3605萬令吉；營業額減少11%至3億9609萬令吉。【中国报财经】

SUMMARY OF KEY FINANCIAL INFORMATION 30/11/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/11/2014	30/11/2013	30/11/2014	30/11/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	124,049	131,089	396,097	447,178
2	Profit/(loss) before tax	11,572	16,339	47,887	56,781
3	Profit/(loss) for the period	9,081	12,093	36,058	41,160
4	Profit/(loss) attributable to ordinary equity holders of the parent	9,081	12,093	36,058	41,161
5	Basic earnings/(loss) per share (Subunit)	1.56	2.24	6.20	7.64
6	Proposed/Declared dividend per share (Subunit)	0.60	1.00	2.60	3.40
		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 ($$)	0.7700		0.7500

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EX-date	17/03/2015
Entitlement date	19/03/2015
Entitlement time	05:00:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Third Interim Single Tier Dividend of 0.6 sen per ordinary share of RM0.20 each in respect of the financial year ending 28 February 2015.
Period of interest payment	to
Financial Year End	28/02/2015
Share transfer book & register of members will be	19/03/2015 to 19/03/2015 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Mega Corporate Services Sdn Bhd Level 15-2, Bangunan Faber Imperial Court, Jalan Sultan Ismail, 50250 Kuala Lumpur Tel No.: 03-26924271
Payment date	16/04/2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	19/03/2015
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	0.006

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Date of change	01/03/2015
Name	DATUK FAIZOULL BIN AHMAD
Age	55
Nationality	Malaysian
Designation	Non-Executive Director
Directorate	Non Independent & Non Executive
Type of change	Vacation of Office
Reason	Attend less than 50% of Board meeting during the financial year ending 28 February 2015 pursuant to Paragraph 15.05(3)(c) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad.
Details of any disagreement that he/she has with the Board of Directors	No
Whether there are any matters that need to be brought to the attention of the shareholders	No
Qualifications	Master in Public Administration in Virginia Commonwealth University, United States
Working experience and occupation	He joined FELDA as an Administrative Officer from 1986 until 2003. Subsequently he was promoted as an Assistant General Manager, FELDA Wilayah Persekutuan in 2003 and as General Manager, FELDA Wilayah Persekutuan in 2005. He was promoted as Director, Department of Innovation and Development for new generation, FELDA in 2010. He relinquished position as Deputy Director General (Community Development)and assume the position of Director General of FELDA since 2011 until todate.
Directorship of public companies (if any)	Felda Global Ventures Holdings Berhad MSM Malaysia Holdings Berhad Iris Corporation Berhad Felda Holdings Berhad

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鹏达建议债券转换新股

财经新闻 财经  2015-03-08 10:57
（吉隆坡7日讯）鹏达集团（PANTECH，5125，主板贸服股）宣布，计划向仍未把不可赎回可转换无担保债券（ICULS）转换为股票的持有人发出通知，要求他们强制性转换所有剩余的债券为新股。

根据文告，截至3月2日，仍有总值721万381令吉的债券，或接近9.63%，仍未转换为新股。

集团表示，每持有6张债券，可转换为1股新股，转换价为60仙。【南洋网财经】

Type	Announcement
Subject	OTHERS
Description	PANTECH GROUP HOLDINGS BERHAD (“PANTECH” OR “THE COMPANY”) PROPOSED COMPULSORY CONVERSION OF OUTSTANDING RM7,210,381.80 NOMINAL VALUE OF 7-YEAR 7% IRREDEEMABLE CONVERTIBLE UNSECURED LOAN STOCKS (“PANTECH ICULS”) COMPRISING 72,103,818 ICULS OF RM0.10 EACH
1. INTRODUCTION The Board of Directors of Pantech Group Holdings Berhad (“Pantech” or “the Company”) wishes to announce that RM7,210,381.80 nominal value of Pantech ICULS comprising 72,103,818 ICULS of RM0.10 each (“Outstanding Pantech ICULS”), representing approximately 9.63% of the total Pantech ICULS issued, remain outstanding as at 2 March 2015. Accordingly, the Board of Directors hereby announce that the Company intends to serve a notice to the remaining ICULS Holders to compulsory convert all the Outstanding Pantech ICULS into new Pantech ordinary shares of RM0.20 each ("Pantech Shares") at the Conversion Price of six (6) Pantech ICULS with a nominal value of RM0.10 each for every one (1) new Pantech Shares (“Proposed Compulsory Conversion”). The Proposed Compulsory Conversion is pursuant to Clause 6.1(c) of the Trust Deed dated 11 November 2010, constituting the issue of Pantech ICULS by the Company, which provides that the Company may, at any time, when the aggregate principal amount of all outstanding Pantech ICULS is less than ten percent (10%) of the total Pantech ICULS issued, on any day before the maturity date, compulsory convert all (but not some) of the outstanding Pantech ICULS into new Pantech shares at the Conversion Price of Six (6) Pantech ICULS with a nominal value of RM0.10 each  every One (1) new Pantech Shares, by giving thirty (30) days notice to the relevant ICULS holders. 2. INFORMATION ON THE PANTECH ICULS The Company had on 22 December 2010 (the “Issue Date”) issued a total of RM74,841,040 nominal value of Pantech ICULS comprising 748,410,400 ICULS of RM0.10 each ( “Total Pantech ICULS”), constituted under the terms of the Trust Deed dated 11 November 2010 (“Trust Deed”) which was executed between the Company and AmTrustee Berhad. The salient terms of the Pantech ICULS are as follows:- (a) Conversion Rights – the registered holders of the Pantech ICULS will have the right at any time during the Conversion Period to convert their Pantech ICULS at the Conversion Price into new Pantech Shares. (b) Conversion Price – the sum of RM0.60 (payable by surrendering six (6) Pantech ICULS with a nominal value of RM0.10 each for every One (1) new Pantech Shares.) (c) Conversion Period – period commencing from the Issue Date of the ICULS, up to and including the maturity date, being the seventh (7th) anniversary of the Issue Date, ie 21 December 2017. As the Outstanding Pantech ICULS represents approximately 9.63% of the Total Pantech ICULS issued, accordingly, pursuant to the abovementioned Clause 6.1(c) of the Trust Deed, the Company intends to proceed with compulsory conversion of all the Outstanding Pantech ICULS into new Pantech Shares by serving a thirty (30) days notice to the remaining ICULS Holders (“Notice To ICULS Holders”) in due course. The date for despatch of the Notice To ICULS Holders and the effective date for the compulsory conversion of the Outstanding ICULS will be determined and announced by the Company at a later date. 3. FINANCIAL EFFECTS OF THE PROPOSED COMPULSORY CONVERSION The effect of the Proposed Compulsory Conversion on the issued and paid-up share capital of theCompany is illustrated in Table 1 below. The Proposed Compulsory Conversion will not have any material effect on the earnings per share, net assets per share, gearing and the shareholdings of the substantial shareholders of the Company. 4. DIRECTORS’ AND MAJOR SHAREHOLDERS’ INTEREST None of the Directors, Substantial Shareholders and persons connected with a Director or substantial shareholders of the Company has any interest, direct or indirect, in the Proposed Compulsory Conversion. 5. APPROVALS REQUIRED The Proposed Compulsory Conversion is not subject to the approval of shareholders of the Company. 6. STATEMENT BY DIRECTORS The Board of Directors is of the opinion that the Proposed Compulsory Conversion is in the best interest of the Company. This announcement is dated 6 March 2015. Table 1 No. of Pantech Shares Amount Enlarged Share Capital (%) Issued and fully paid-up share capital as at 2 March 2015 603,009,453 RM120,601,890.60 98.05 Compulsory conversion of all Outstanding ICULS 12,017,303 RM2,403,460.60 1.95 Enlarged share capital 615,026,756 RM123,005,351.20 100.00

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Subject

NOTICE TO HOLDERS OF 7-YEAR 7% IRREDEEMABLE CONVERTIBLE UNSECURED LOAN STOCKS 2010/2017 (“PANTECH ICULS”) IN RELATION TO THE COMPULSORY CONVERSION OF OUTSTANDING PANTECH ICULS http://www.bursamalaysia.com/market/listed-companies/company-announcements/1925237

Attachments Pantech- Circular Pantech ICULS (300315).pdf

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鹏达末季净利挫43%

财经新闻 财经  2015-04-25 12:12
（吉隆坡24日讯）由于油气领域需求放缓，导致贸易业务贡献下滑，鹏达集团（PANTECH，5125，主板贸服股）截至2月底末季，净利大跌43%，报768万3000令吉，上财年同期为1347万7000令吉。

建议派息1.16仙

该公司向马交所报备，第四季营业额则微扬0.94%，达1亿2964万5000令吉，上财年同期为1亿2843万令吉。

同时，该公司建议派息1.16仙。

根据该公司文告，鹏达集团全年净利4374万令吉，跌19.9%；营业额5亿2574万令吉，跌8.7%。

业绩走跌归咎于贸易和制造业务逊色。

该公司说，油气领域将持续面对挑战，因此，将谨慎专注拓展海内外业务。

同时，该公司仍相信，油气领域的长期前景依然乐观。

截至闭市，鹏达集团报75.5仙，扬0.5仙或0.67%，成交量27万1500股。【南洋网财经】

SUMMARY OF KEY FINANCIAL INFORMATION 28 Feb 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		28 Feb 2015	28 Feb 2014	28 Feb 2015	28 Feb 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	129,645	128,432	525,742	575,610
2	Profit/(loss) before tax	11,288	18,446	59,175	75,227
3	Profit/(loss) for the period	7,683	13,477	43,742	54,637
4	Profit/(loss) attributable to ordinary equity holders of the parent	7,683	13,477	43,742	54,638
5	Basic earnings/(loss) per share (Subunit)	1.31	2.47	7.48	10.02
6	Proposed/Declared dividend per share (Subunit)	1.16	1.00	3.76	4.40
		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 ($$)	0.7700		0.7500

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Type	Announcement
Subject	OTHERS
Description	Proposed final cash dividend of 0.5 sen per ordinary shares of RM0.20 each and share dividend of 1 treasury share for every 100 existing ordinary shares of RM0.20 each
The Board of Directors of Pantech Group Holdings Berhad is proposing for the shareholders’ approval at the forthcoming Annual General Meeting a final cash dividend of 0.5 sen per ordinary share of RM0.20 each and a share dividend distribution of approximately 5.98 million treasury shares on the basis of 1 treasury share for every 100 existing ordinary shares of RM0.20 each held.  Based on the treasury shares book cost, the share dividend is equivalent to 0.66 sen per share. The proposed total final cash and share dividend will be 1.16 sen.  The details of the entitlement date for the share dividend and the book closure date and payment date of the cash dividend will be announced later. This announcement is dated 24 April 2015.

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油價走低‧壓縮利潤‧鵬達財測或遜預期

2015-04-27 16:25      
（吉隆坡27日訊）鵬達集團（PANTECH，5125，主板貿服組）2015財政年業績表現低於預期，分析員認為油價走低料繼續影響產品需求、利潤及訂單，下調目標價。

安聯星展指出，油氣領域需求走低及價格競爭導致貿易業務利潤被壓縮，鵬達集團2015財政年盈利低於預期，不過製造業務表現符合預期，主要是碳鋼管道配件出口需求強勁，抵銷了不銹鋼疲弱需求。

下半年展望料好轉

“預計2016上半年將充滿挑戰，業績表現可能於第四季相同或更差，離岸需求料繼續疲弱，至到國油新計劃才有望復甦。下半年展望可能好轉，尤其是邊佳蘭綜合石油中心（RAPID）計劃訂單逐步流入時，盈利可能回升，故維持2016財政年盈利不變。”

但該行不排除工程延遲將導致貿易盈利波動，對受邊佳蘭計劃牽制的鵬達集團不利，尤其是盈利，可能從2016延後至2017財政年。

鑑於需求展望趨軟，達證券下調鵬達集團訂單成長預測、工廠使用率、產品售價及利潤，促使2016/17財政年財測調低27%/34%。

RAPID盈利貢獻或延後

“受油價走疲影響，預計訂單將在未來幾個季度溫和復甦，料導致大型油氣商制止資本開銷，近期訂單可能只限於維修方面，加上RAPID競標／訂單放緩，估計RAPID盈利貢獻可能會延後幾個季度。”

肯納格研究指出，該公司第四季業績低於市場預期的23%，相信是市場在低油價環境下，過度預期油氣業對管道零件的需求。

“儘管RAPID計劃將在未來幾年正面貢獻該公司，短期展望卻可能因油氣領域挑戰及油價不穩定而放緩。”

肯納格研究表示，鵬達集團已獲取RAPID計劃的第一賬管道零件訂單，貿易營業額料在土地工程完成後回揚，相信更多建築活動開跑將讓管道零件需求增加。

另外，肯納格研究預測製造業務出口市場將在近期充滿挑戰，本地市場則繼續強勁增長，成為製造業務的盈利緩沖劑。

因貿易利潤預測從14%下調至12%，肯納格研究調低核心淨利預測6.9%。



（星洲日報／財經）

icy97

Involve issuance of new type/class of securities ?	No
Types of corporate proposal	Others
Details of corporate proposal	CONVERSION OF ICULS
No. of shares issued under this corporate proposal	11,992,027
Issue price per share ($$)	Malaysian Ringgit (MYR)   0.0000
Par Value ($$)	Malaysian Ringgit (MYR)   0.200
Latest issued and paid up share capital after the above corporate proposal in the following
Units	616,471,480
Currency	Malaysian Ringgit (MYR)
Listing Date	07 May 2015

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PANTECH GROUP HOLDINGS BERHAD

EX-date	25 Aug 2015
Entitlement date	27 Aug 2015
Entitlement time	05:00 PM
Entitlement subject	Final Dividend
Entitlement description	Share Dividend via a distribution of Treasury Shares on the basis of 1 treasury share for every 100 existing ordinary shares of RM0.20 each. Any fractions arising from the distribution of the share dividend will be disregarded
Period of interest payment	to
Financial Year End	28 Feb 2015
Share transfer book & register of members will be	27 Aug 2015   to   27 Aug 2015 closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	MEGA CORPORATE SERVICES SDN BHDLevel 15-2, Bangunan Faber Imperial CourtJalan Sultan Ismail50250 Kuala LumpurTel:03-26924271Fax:03-27325388
Payment date	18 Sep 2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	27 Aug 2015
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 : 100
Rights Issue/Offer Price
Par Value	Malaysian Ringgit (MYR) 0.200

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EX-date	25 Aug 2015
Entitlement date	27 Aug 2015
Entitlement time	05:00 PM
Entitlement subject	Final Dividend
Entitlement description	Final single tier cash dividend of 0.5 sen per ordinary share of RM0.20 each
Period of interest payment	to
Financial Year End	28 Feb 2015
Share transfer book & register of members will be	27 Aug 2015   to   27 Aug 2015 closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	MEGA CORPORATE SERVICES SDN BHD Level 15-2, Bangunan Faber Imperial CourtJalan Sultan Ismail50250 Kuala LumpurTel:03-26924271Fax:03-27325388
Payment date	18 Sep 2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	27 Aug 2015
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	0.0050
Par Value	Malaysian Ringgit (MYR) 0.200

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首季净利挫33% 鹏达派息0.5仙

财经新闻 财经  2015-07-24 08:46
（吉隆坡23日讯）虽然鹏达集团（PANTECH，5125，主板贸服股）截至5月31日首季净利跌32.8%，至912万4000令吉；但仍宣布派息0.5仙。

同期营业额涨6%，报1亿3863万5000令吉。

根据文告，公司销售表现稳健归功于贸易业务的需求转佳。

尽管如此，鹏达集团的净利却出现萎缩，主要因为其在海内外均面临激烈的价格竞争。

在目前国际油价低迷的情况下，公司将谨慎看待挑战。【南洋网财经】

SUMMARY OF KEY FINANCIAL INFORMATION 31 May 2015

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

1	Revenue	138,635	130,678	138,635	130,678
2	Profit/(loss) before tax	13,529	18,097	13,529	18,097
3	Profit/(loss) for the period	9,124	13,583	9,124	13,583
4	Profit/(loss) attributable to ordinary equity holders of the parent	9,124	13,584	9,124	13,584
5	Basic earnings/(loss) per share (Subunit)	1.52	2.39	1.52	2.39
6	Proposed/Declared dividend per share (Subunit)	0.50	1.00	0.50	1.00
		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 ($$)	0.7800		0.7800

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EX-date	05 Oct 2015
Entitlement date	07 Oct 2015
Entitlement time	05:00 PM
Entitlement subject	First Interim Dividend
Entitlement description	First Interim Single Tier Dividend of 0.5 sen per ordinary share of RM0.20 each in respect of the financial year ending 29 February 2016.
Period of interest payment	to
Financial Year End	29 Feb 2016
Share transfer book & register of members will be	07 Oct 2015   to   07 Oct 2015 closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	MEGA CORPORATE SERVICES SDN BHD Level 15-2, Bangunan Faber Imperial CourtJalan Sultan Ismail50250Kuala LumpurTel:03 26924271 Fax:03 27325388
Payment date	22 Oct 2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	07 Oct 2015
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	0.0050
Par Value	Malaysian Ringgit (MYR) 0.200

icy97

业绩萎缩竞争激烈 鹏达3年财测下修
财经新闻 财经  2015-07-26 10:34
http://www.nanyang.com/node/713910?tid=462

（吉隆坡25日讯）鹏达集团（PANTECH，5125，主板贸服股）截至5月31日首季净利萎缩，促使许多分析员下调财测。

首季净利按年下跌32.8%，从去年同期的1358万4000令吉，跌至912万4000令吉，主要因为在海内外均面临激烈的价格竞争。

油气领域在原油价格的波动下，被市场看衰，因此遭分析员下调未来2至3年的净利预测。

其中，肯纳格投行研究分别将2016和2017财年净利预估，调降9.4%与8.4%。

达证券也将现财年预估，调降25%，后两年的预估，则分别下调25%、24%、和21%。

肯纳格分析员指出，该公司为了保持厂房使用率，将转向接获更多低赚幅的制造订单，因此下季收益依旧疲软。

英国业务进度放缓

鹏达集团在英国的业务Nautic Steels集团，由于北海区域的深海油田工作进度放缓，来季表现也保持低迷。

所幸的是，边佳兰炼油与石油化工综合发展（RAPID）项目，激励聚氟乙烯（PVF）需求，贸易业务会在下半年与2017财年的上半年有增长。

达证券则呈负面观点，认为鹏达集团在内外业务面对艰峻挑战。

“国家石油公司（Petronas）削减资本开销，加上Nautic集团在巴西的主要客户，Petrobras下调未来5年产量，对鹏达来说是利淡因素。”

JF Apex证券行分析员则从长期角度，乐观看待公司在油气领域低迷中的复苏成长。

“在2008年的全球金融危机，营业额以及净利皆重挫；但在2009年，随着原油价格回升，营业额和净利分别回升63%以及80%。”



【南洋网财经】

業績遜預期 鵬達遭下修財測
財經股市24 Jul 2015 17:27
http://www.chinapress.com.my/node/640451

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Date of change	20 Aug 2015
Name	DATUK HANAPI BIN SUHADA
Age	58
Nationality	Malaysia
Designation	Non Executive Director
Directorate	Non Independent and Non Executive
Type of change	Appointment
Qualifications	BA (Hons) Pendidikan Islam, Universiti Kebangsaan Malaysia
Working experience and occupation	1. 1981- 2005, Pegawai Tadbir 2. 5 April 2005, Pengurus Besar Felda Wilayah Mempaga3. 15 November 2007, Pengurus Besar Felda Wilayah Kuantan4. 3 Jan 2011, Pengurus Besar Felda Wilayah Johor Baharu 5. 11 Oktober 2012, Pengarah Tanah 6. 2 September 2013, Timbalan Pengarah Besar Felda 7. 11 Disember 2014, Pemangku Pengarah Besar Felda 8. 1 April 2015, Pengarah Besar FELDA

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Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	PANTECH GROUP HOLDINGS BERHAD ("PANTECH" OR "THE COMPANY")- Joint Venture Agreement
The Board of Directors of PANTECH wishes to announce that the Company has on 29 September 2015 entered into a Joint Venture Agreement (“JVA”) with Euromech Machinery Sdn. Bhd. (1014146-D) (“EMSB”) with the intention to incorporate a new joint venture company named “PANTECH GALVANISING SDN. BHD.” (“PGSB” or “Proposed JVCO”) to carry on the business of provision of hot-dip galvanising, and other business as permitted in the Memorandum of Association of the PGSB (“Joint Venture”). EMSB is a company incorporated in Malaysia and is involved in the business of manufacturing and fabrication work for conveyor system and other related services in Johor. The issued and paid up share capital of EMSB is RM2 million. EMSB will own 49% in PGSB. Information of PGSB (“Proposed JVCO”) PGSB shall have an authorised share capital of RM25,000,000.00 divided into 25,000,000 shares of RM1.00 each. PGSB will be incorporated with 100 ordinary shares whereby 51% held by PANTECH and 49% held by EMSB. The working capital will be increased staggerly as and when the needs arise.   Rationale for Joint Venture The Board wishes to leverage on their skills and technology know-how on hot-dip galvanising. PGSB will be a 51% subsidiary of PANTECH. None of the Directors or major shareholders of PANTECH, or persons connected with them, has any direct or indirect interest in the Proposed JVCO. The Board of Directors of the Company is of the opinion that the Proposed JVCO is in the best interest of PANTECH. This announcement is dated 29 September 2015.

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Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	PANTECH GROUP HOLDINGS BERHAD ("PANTECH" OR "THE COMPANY")- Joint Venture Agreement
Further to the announcement made on 29 September 2015 pertaining to the Joint Venture Agreement (“JVA”) with Euromech Machinery Sdn. Bhd. (1014146-D) (“EMSB”) with the intention to incorporate a new joint venture company named “PANTECH GALVANISING SDN. BHD.” (“PGSB” or “Proposed JVCO”) to carry on the business of provision of hot-dip galvanising, and other business as permitted in the Memorandum of Association of the PGSB (“Joint Venture”). The Board of Directors of PANTECH wishes to provide the following additional information:- 1. The Joint Venture is anticipate to commence business by 1 December 2016.   2. The highest percentage ratio applicable to the Joint Venture as per Paragraph 10.02(g) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad (“MMLR”) is approximately 2.85% based on the Audited Financial Statements of the Group as at 28 February 2015. This announcement is dated 30 September 2015.

icy97

鹏达集团 EuroMech联营大利

财经 股市 行家论股  2015-10-01 11:19

目标价：60仙

最新进展
鹏达集团（PANTECH，5125，主板贸服股）与EuroMech机械私人有限公司缔结联营，合作从事热浸镀锌（hot-dipgalvanizing）业务。

双方将设立名为“Pantech Galvanising”的联营公司，鹏达集团持有51%股权，其余属于EuroMech机械公司。

缔结联营是为了扩展公司在热浸镀锌的科技和技术。

EuroMech机械公司是一家本地公司，主要在柔佛从事制造输送系统和其他服务业务。

行家建议
我们对联营感到正面，因为鹏达可借此扩大业务至热浸镀锌领域，并借助EuroMech源自台湾的技术，用在油气上下游领域。

鹏达将在柔佛设厂，目标1年内完工，资本开销约2500万令吉，横跨2016至2017年，即使完全举债，对负债率影响极微。盈利贡献估计在2017年第三季流入，不过幅度目前尚不清楚。

由于油气领域目前充满挑战，因此，公司短期展望依然暗淡；我们相信，为了维持工厂使用率，公司可能会承接更多低赚幅的制造订单。

股价在近期挫跌后，我们把评级从“低于大市”上修至“跟随大市”，不过，目标价从67仙下调至60仙。



分析： 肯纳格研究

【南洋网财经】