【TDM 2054 交流专区】嘉隆发展

icy97

icy97 发表于 16-7-2014 11:19 PM
入股印尼棕油公司PTSRA 嘉隆发展设新联营公司

财经新闻 财经  2014-07-17 12:08

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	TDM Berhad ("TDM" or "the Company")Conditional Shares Purchase Agreement relating to the proposed acquisition of PT. Sawit Rezki Abadi ("PTSRA")
We refer to the announcement made on 16th July 2014 in relation to the Conditional Shares Purchase Agreement dated 15th July 2014 (“CSPA”) relating to the proposed acquisition of PT. Sawit Rezki Abadi (“Announcement”). Unless otherwise defined, the definitions set out in the said Announcement shall apply herein. The Board of Directors of TDM is pleased to announce that the Conditions Precedent of the CSPA has been fully satisfied. TDM had on 20th August 2015 executed the Deed of Sale and Delivery of Shares with BHR marking the Completion (as particularly defined in the CSPA) of the CSPA. With the above Completion, PTSRA has become a subsidiary of TDM. This announcement is dated 20th August 2015.

mingkok76

APULA 发表于 17-8-2015 10:01 PM
RM0.53..........

现在棕油行情不好！加上大市不好！请问可以买来做长期投资吗？

APULA

mingkok76 发表于 21-8-2015 11:15 AM
现在棕油行情不好！加上大市不好！请问可以买来做长期投资吗？

可以，有油種又有医院。。。买！

mingkok76

APULA 发表于 21-8-2015 11:20 AM
可以，有油種又有医院。。。买！

好的！谢谢

icy97

icy97 发表于 16-7-2014 11:19 PM
入股印尼棕油公司PTSRA 嘉隆发展设新联营公司

财经新闻 财经  2014-07-17 12:08

Type	Announcement
Subject	OTHERS
Description	TDM BERHAD - EXECUTION OF  JOINT VENTURE AND SHAREHOLDERS  AGREEMENT DATED 24 AUGUST 2015
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4838273

Attachments Announcement on JVA dated 24 August 2015.pdf

APULA

Rm0.515.........买买买

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	94,187	100,756	169,698	188,168
2	Profit/(loss) before tax	9,687	20,015	1,453	39,178
3	Profit/(loss) for the period	11,654	14,875	4,281	28,520
4	Profit/(loss) attributable to ordinary equity holders of the parent	12,112	15,336	5,470	29,208
5	Basic earnings/(loss) per share (Subunit)	0.82	1.04	0.37	1.97
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 ($$)	0.8900		0.9000

APULA

mingkok76 发表于 21-8-2015 05:00 PM
好的！谢谢

RM0.665............

mingkok76

APULA 发表于 30-9-2015 07:51 PM
RM0.665............

恭喜老爷！贺喜老爷

icy97

Date of change	09 Oct 2015
Name	TUAN HAJI ALIAS BIN ABDULLAH
Age	51
Nationality	Malaysia
Designation	Non-Independent Director
Directorate
Type of change	Demised

APULA

LIMWEESIN 发表于 18-12-2014 03:13 PM
明年二月再说。

现在危机四附,我还是感受到不安全。

RM0.73........

icy97

嘉隆發展證清沒發 伊斯蘭教義資格文告

2015年11月06日 財經
（吉隆坡6日訊）嘉隆發展（TDM，2054，主要板種植）澄清，該公司不曾發出關于股項伊斯蘭教義資格的文告。

該公司今日發出澄清文告指出，與某財經週刊在10月26日時的報導相左，管理層及員工皆不曾就嘉隆發展股項的伊斯蘭教義資格，發出任何文告。

“證券監督委員會很快將會針對符合伊斯蘭教義資格股項做出宣布。”【中国报财经】

APULA

原棕油价格虽走低 嘉隆发展净利增
24/11/201519:04
http://www.kwongwah.com.my/?p=51928

（吉隆坡24日讯）虽然原棕油价格走低和医院获利疲弱，但主要由递延税款推动，嘉隆发展有限公司（TDM，2054，种植组）第3季净利按年增59%。

嘉隆发展公布，截至9月底第3季净利为1205万令吉，相较于上财年同期的760万令吉。营业额达9857万令吉，高于去年同期的9831万令吉。

税前盈利从1307万令吉，跌至1125万令吉。在第3季，嘉隆发展取得34万2000令吉的递延税款，相比642万令吉税务开支。

“由于在此期间确认递延税务资产，本集团的有效税率较法定税率低。”

嘉隆发展第3季的原棕油产量跌8%，而平均价格跌6%。同时，医疗保健业务的税前盈利下跌9%。

首9个月净利跌至1752万令吉，同期为3681万令吉；营业额为2亿8647万令吉，低于去年同期的2亿6827万令吉。

“本集团依然对行业的长期基本面感到乐观。尽管原棕油价格下跌，2015财年的表现将保持良好。”

2054    TDM    TDM BHD

Quarterly rpt on consolidated results for the financial period ended 30/09/2015

Quarter: 3rd Quarter Financial Year End: 31/12/2015 Report Status: Unaudited Submitted By: Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period 30/09/2015 30/09/2014 30/09/2015 30/09/2014 RM '000 RM '000 RM '000 RM '000 1 Revenue 98,573 98,305 268,272 286,472 2 Profit/Loss Before Tax 11,251 13,070 12,704 52,248 3 Profit/(loss) attributable to ordinary equity holders of the parent 12,048 7,600 17,518 36,808 4 Net Profit/Loss For The Period 11,593 6,654 15,874 35,173 5 Basic Earnings/Loss Per Shares (sen) 0.81 0.51 1.18 2.48 6 Dividend Per Share (sen) 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 (RM) 0.9000 0.9000

icy97

Date of change	01 Jan 2016
Name	ENCIK BADRUL HISHAM BIN MAHARI
Age	56
Nationality	Malaysia
Type of change	Resignation
Designation	Chief Executive Officer
Reason	DUE TO HIS HEALTH AND MEDICAL CONDITION

icy97

嘉隆发展委新CEO

财经新闻 财经  2016-01-05 12:00
（吉隆坡4日讯）种植公司嘉隆发展（TDM，2054，主板种植股）宣布，委任卡马鲁成为新任总执行长，由1月1日生效。

卡马鲁取代原任总执行长巴鲁西山马哈利，而今年56岁的巴鲁由于健康原因，辞去自2008年开始担任的总执行长一职。

现年50岁的卡马鲁，在2012年11月担任大马发展银行（Bank Pembangunan Malaysia）旗下第二商业银行高级副总裁兼主管。

期间他负责和领导银行的放贷活动，包括针对基础设施、航运，以及油气领域的发展项目贷款活动。

此外，卡马鲁曾是大马发展银行的管理委员会。【南洋网财经】

Date of change	01 Jan 2016
Name	MR KAMARUL BAHREIN BIN KAMARULZAMAN
Age	50
Nationality	Malaysia
Type of change	Appointment
Designation	Group Chief Executive Officer
Qualifications	Bachelor of Business (Accounting Major), Charles Sturt University, NSW Australia
Working experience and occupation	Encik Kamarul was the Senior Vice President/Head of Business Banking II at Bank Pembangunan Malaysia Berhad since November 2012.  His primary responsibility was to plan and lead the strategic development of the Bank's lending activities in the mandated sectors of Infrastructure, Maritime, Oil & Gas and Technology. He was also a member of the Bank's Group Management Committee.Prior to joining Bank Pembangunan, he was the Head of Issuer Development at Bursa Malaysia Berhad from July to October 2012 responsible for formulating and implementing initiatives and strategies aimed at enhancing the attractiveness of Bursa Malaysia as a listing destination and investability of Public Listed Companies.He started his career with Deloitte & Touche in Singapore (April 1991 to February 1995) providing financial auditing services to medium-sized companies, subsidiaries of MNCs and listed companies. In May 1995 he joined Singapore Unit Trust Limited where he managed the finance and administrative functions of the company.  He then joined Aseambankers Malaysia Berhad from December 1995 to March 2000 where he worked in the Corporate Banking division.In June 2000 he moved to HSBC Bank Malaysia Berhad as Vice President, Corporate & Institutional Banking  taking charge of relationship management of Government Linked Companies. He was seconded to HSBC Amanah in Dubai (April 2006 to May 2007) as Associate Director, Institutional Distribution taking charge of distribution of Islamic Sukuks to institutional investors in the GCC and Malaysia. Upon return from secondment in Dubai he was made Director/Head of Public Sector and GLC coverage within the Global Banking division of HSBC Bank Malaysia.

APULA

鮮果串產量增‧醫療分拆上市‧嘉隆發展唱好
2016-01-05 17:10   
http://biz.sinchew.com.my/node/128999?tid=18
  
（吉隆坡5日訊）嘉隆發展（TDM，2054，主板種植組）印尼種植地庫成熟面積大幅擴增，提振鮮果串產量，再加上有意將醫療業務分拆上市，嘉隆發展利空陰霾將結束，業務展望獲分析員看好。

大眾研究近期會晤該公司管理層後表示，該公司在印尼加里曼丹共有1萬5千公頃地庫，其中7千公頃為成熟地庫，5千公頃地庫將在今年成熟。

管理層預期，2016財政年的鮮果串至少可以取得5%的成長，主要是來自登嘉樓的地庫及加里曼丹的地庫，其中3萬至4萬噸的鮮果串來自加里曼丹。每噸提煉成本估計為1千400至1千500令吉左右，對比2015財政年的提煉成本為1千500令吉。

新設備助降鮮果串處理成本25%

管理層透露，公司已安裝新的設備，可將鮮果串的處理成本降低25%。

大眾補充，基於原棕油價格低迷及現金流吃緊，因此該公司只種植了1千公頃的地庫。目前該公司的油棕樹樹齡平均為15年（大馬樹齡為16年，印尼樹齡低於3年）。

此外，分析員說，該公司加里曼丹每小時可處理60噸鮮果串的工廠將在今年中開始營運，該廠其中10至20%的鮮果串為公司自產，餘下則透過外部採購。

醫療業務方面，登嘉樓專科醫療部門預期2016財政年第三季開幕，共有130張病床，屆時病床數量將從原本的297張增加至400張。

管理層透露，一旦醫療業務的病床達到600張（包括收購），公司計劃在2017年將醫療部門分拆上市，以籌集資本促進成長。

分析員認為，醫療業務分拆上市，可釋放嘉隆發展醫療業務的價值。

2016財政年資本開銷（CAPEX）方面，管理層將撥出1億7千萬令吉，其中70%將充作種植業務，包括種植新的樹苗及提昇工廠，餘下則用於醫療業務，包括關丹心臟專科醫院及增加83張病床。

基於嘉隆發展目前已經失去清真股地位，管理層放眼在2017年5月重新回到清真榜。

綜合上述因素，大眾維持“跑贏大市”評級及83仙目標價，本益比16倍。（星洲日報／財經‧報導：謝汪潮）


嘉隆发展 保健业务展望佳
财经 股市 行家论股  2016-01-06 13:27
http://www.nanyang.com/node/742533?tid=462

APULA

Rm0.785.........

APULA

嘉隆发展净利飙186%
财经新闻 财经  2016-03-01 09:06
http://www.nanyang.com/node/750429?tid=462

（吉隆坡29日讯）由于种植业务盈利唱好，嘉隆发展（TDM，2054，主板种植股）截至12月31日末季，净利按年飙涨186%。

该公司末季净赚5673万4000令吉，远超去年同期的1983万2000令吉。

全年赚7425万

营业额则按年扬13.33%，从9964万5000令吉增至1亿1293万1000令吉。

累积全年，净利按年升31.1%，报7425万7000令吉；不过营业额微跌1.27%，达3亿8120万3000令吉。

嘉隆发展指出，在原棕油库存减少和埃尔尼诺（El Nino）或导致产量减少，估计原棕油价格会企稳。

另外，国内的私人保健需求趋于增长趋势，为公司推动保健业务的良机，谨慎乐观看待在现财年可交出称心的业绩。

2054    TDM    TDM BHD

Quarterly rpt on consolidated results for the financial period ended 31/12/2015

Quarter: 4th Quarter Financial Year End: 31/12/2015 Report Status: Unaudited Submitted By: Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period 31/12/2015 31/12/2014 31/12/2015 31/12/2014 RM '000 RM '000 RM '000 RM '000 1 Revenue 112,931 99,645 381,203 386,117 2 Profit/Loss Before Tax 58,735 16,112 71,442 68,360 3 Profit/(loss) attributable to ordinary equity holders of the parent 56,734 19,832 74,257 56,640 4 Net Profit/Loss For The Period 56,594 19,203 72,472 54,376 5 Basic Earnings/Loss Per Shares (sen) 3.83 1.34 5.01 3.82 6 Dividend Per Share (sen) 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 (RM) 0.9900 0.9000

icy97

嘉隆发展 去年净利超越预测

财经 股市 行家论股  2016-03-05 14:02

目标價：83仙

最新进展
由於種植业务盈利唱好，嘉隆发展（TDM，2054，主板種植股）截至12月31日末季，净利按年飙涨186%至5673萬4000令吉，远超去年同期的1983萬2000令吉。

营业额则按年扬13.33%，从9964萬5000令吉，增至1亿1293萬1000令吉。

累积全年，净利按年升31.1%，报7425萬7000令吉；不过营业额微跌1.27%，达3亿8120萬3000令吉。

行家建议
剔除特殊项目後，嘉隆发展2015财年取得3420萬令吉核心净利，超越我们與市场的预测。

令人振奋的业绩，归功於固定证券收入比预期高，不过，原棕油價格與产量则比2014财年低。

截至2015年底，嘉隆发展已種植面积达4萬7000公顷，其中75%属於成熟树龄。

此外，管理层也要把生产成本，从原本的每吨1500令吉，降低至1400至1500令吉之间。

我们对公司的展望感到正面，归功於原棕油價格走强，以及鲜果串今年增长。



分析：大众投行研究

【南洋网财经】

icy97

TDM BERHAD

Date of change	11 Mar 2016
Name	MR KAMARUL BAHREIN BIN KAMARULZAMAN
Age	50
Nationality	Malaysia
Type of change	Resignation
Designation	Group Chief Executive Officer
Reason	DUE TO FAMILY MATTERS