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【TEKSENG 7200 交流专区】德成控股

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发表于 11-8-2012 01:09 PM | 显示全部楼层 |阅读模式
在这里大家对德成控股(TEKSENG,7200,主板消费品组)这家公司持有什么看法?
TEK SENG HOLDINGS BERHAD


Tek Seng Holdings Berhad ("TekSeng") was incorporated in Malaysia under the Company Act, 1965 on 10 May 2002 as a private limited company under the name of Tek Seng Holdings Sdn. Bhd. On 16 May 2003, it was converted to a public limited company and assumed its present name.

TekSeng was listed on the Second Board of Bursa Malaysia Securities Berhad on 2 November 2004. On 22 September 2006, TekSeng was successful transferred from the Second Board to the Main Board of Bursa Malaysia Securities Berhad.

TekSeng is an investment holding company. Its subsidiaries are principally engaged in manufacturing and trading of polyvinyl chloride related products and PP non-woven products and letting of properties.

The Group has a track record of more than 30 years in the plastics industry with the late Loh Phah Seng @ Loh Boon Teik as the original founder until 1989, when Loh Kok Beng, his eldest son took over the management of the business.



这公司主要涉及制造与销售聚氯乙烯(PVC)产品。
本人觉得如今这公司的股价处于在偏低的价位(RM0.33),可是市场却没有作出反应。潜在原因很多,可能包括该公司股票的流通量不高(属于家族公司),对其业务前景持谨慎態度,没有太多有关该公司的投资讯息,或甚至是大家对大市市况有所保留。不过,低本益比和高周息率下,我始终觉得还是值得买进一些来当作长期投资。你们觉得如何? 本帖最后由 icy97 于 11-8-2012 01:16 PM 编辑

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 楼主| 发表于 11-8-2012 01:13 PM | 显示全部楼层
这是过去5年的财政表

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 楼主| 发表于 11-8-2012 01:34 PM | 显示全部楼层
Group Structure


The principal activity of Tek Seng Holdings Berhad is investment holding whilst its proposed subsidiaries are principally involved in the manufacturing of PVC related products, trading of plastic related products and letting of properties. The Group has a track record of more than 30 years in the Plastic Industry since the late Loh Phah Seng@loh Boon Teik as the founder until 1989 when Loh Kok Beng took over the management of the business.

To further expand on the Group’s trading business, Pelangi Segi Sdn. Bhd and Double Grade Sdn. Bhd were incorporated in 1991 and 1992 respectively. In line with the Group’s intentions to move into manufacturing of PVC products, Wangsaga Industries Sdn. Bhd was incorporated on 21 June 1995 to commence its business activities of manufacturing PVC based products. Meanwhile Double Grade Sdn. Bhd, later renamed as Double Grade Non-woven Industries Sdn. Bhd on 22 September 2005, specialise in the manufacturing of PP NON-WOVEN materials. We currently operate in Malaysia, Indonesia, Korea, Nigeria, Republic of South Africa, Singapore, Yemen and others.
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 楼主| 发表于 11-8-2012 01:42 PM | 显示全部楼层
以下是早期在报章出现过的公司介绍:

德成控股駱國明 虧本一點沒關係
一名經人 2010-09-29 16:57

雖說商界爾虞我詐,可是國內最大PVC塑膠產品生產商德成控股(TEKSENG,7200,主板消費品組)總裁駱國明就憑商場上的真誠友情,渡過難關,創立事業高峰。性格低調老實的他,作風爽快,有話直說。他堅信上市公司是良心事業,須對得起股東、員工和社會。
駱國明認為跟客戶的交情,是他的成功秘訣:“我們必須以真心交朋友,人家當你是朋友時,別一味討價還價。”
德成原本從事貿易,專門進口台灣的塑料產品,可是1997年德成打算自行設立工廠時,台灣朋友不但提供他意見和建議,還幫他規劃工廠的建設,以及做出部分投資。
“這就是長久以來打下的關系,我不代理他們的產品了,但是他們依然照顧我,朋友的真誠,在此刻顯現出來。”
駱國明重友情,相信朋友,他認為在商場上的成功,朋友是重要的一環。就像他以往的台灣商業伙伴,卻是今天連颱風也吹不掉的好朋友。


【奧運】李宗偉在接受Astro的專訪時,證實與黃妙珠結婚安排在明年,不過尚無法确定婚期。
營生如交友  講心講信用  

“當年台灣往高科技發展,不再生產地板膠時,台灣的朋友就把生產技術轉移給我。很多時候,朋友會變成你的貴人,你又怎么可以利用你的貴人呢?”
如果遇到在商言商的對象,他才逼不得已讓雙方站在互相利用的立場。他的哲理是:虧本一點不要緊。
就算今天對他的客戶,他也毫不吝嗇地教導他們計算成本和利潤的方程式。他說客戶學會之后,了解成本運算,對德成益發信任,訂單反而增加了。
此外,如果德成控股運送給客戶的產品有問題,他們一定不跟客戶爭辯,確定是本身的錯誤後,他們就完全賠償。
駱國明說,做生意最重要講信用,就好像維持一段友情,必須真心相對。
他也堅持不在客戶或生意伙伴背后耍手段,所以一直獲得別人同樣的珍惜,即使面對經濟風暴,其客戶也愿意與他們一起捱過。 駱國明說,日本公司階級分明,德成控股的員工們可說打成一片,同舟共濟,像一家人。
“對員工的薪水和福利,我們都有照顧。員工做錯事,除了被責罵,更重要是管理層以身作則,向他們示范正確的做法,以理服人。”
目前德成控股擁有450多名員工,平均年齡介于30至35歲。駱國明說,即使德成曾經歷1997年和2008年經濟風暴,但是德成控股不曾裁員,只是減少員工們的加班時間。
“2008年,有一陣子訂單真的很少時,我就舉行全廠大掃除,讓員工重新油漆工廠,維修機器。”
他指出,目前該集團最大的問題是員工不足,由於政府不准工廠增聘外勞,因此在開齋節趕工期間難以應付市場需求,所幸德成員工的配合度高,他們把8小時一班的工作,改為12小時一班,讓工廠每天24小時操作。
“不過這不是長久之計,友族同胞也要放假過年啊。如果要繼續促進大馬的經濟成長,政府必須檢討目前的外勞政策。”

企業重心外移找市場

德成控股2004年掛牌上市,2006年更從次板躍升主板,產品的國內市場占有率超過50%,一路走來暢行無阻。
不過近年德成面對進口商的激烈競爭,儘管公司營業額節節上升,但是盈利僅保持穩定,在1000萬令吉左右。
駱國明說,德成生產的PVC地板和其他塑料產品,目前面對中國產品的激烈競爭,尤其東盟-中國自由貿易區今年正式啟動,在零關稅優惠下,中國產品更被大量進口到大馬。
“中國的產品本來就比較便宜,可是本地一些進口商還虛報進口價來避稅,比如把1令吉的進口品報稱50仙,藉此來壓低商品價格。因此,政府也許應該實行消費稅,才能控制國內虛報商品價格的情況。”
他解釋,消費稅是由買家所繳付,進口商若報低價格就會造成自己的損失。因此,雖然廣大市民反對消費稅,但是消費稅其實對廠商和政府有益。
他說,本地的PVC地板市場也已經飽和,目前正在快速成長的印尼市場,則是德成的海外銷售主力。
“目前我們的產品市場可說以印尼為主,占了營業額的7%至8%。”
對于三四年前的盈利光輝不再,德成除了計劃逐漸把重心轉移到海外市場,也萌生業務多元化的念頭。
德成的產品琳琅滿目,包括地蓆、壁紙、印刷膠布(浴室簾、桌布)、印刷地毯、廣告布條、鞋子、人造皮產品、地板和塑膠地毯、塑膠軟片和包裝用途塑膠片等等。此外,德成也生產PVC布和舒美絨。
另外,德成控股延續對股東慷慨的作風,截至2009年12月31日財政年,德成總共派發4仙股息,比較現今股價35仙,週息率高達11.4%,深具吸引力。
駱國明說,這是公司回饋股東的心意。他舉例,有些公司把盈利一部分捐給慈善機構,但是德成選擇支付利息給股東,至于要做多少慈善,則視乎股東自己的心意。

感激父親  留下很多朋友  

駱國明從小就跟隨父親駱文德做生意,他十分感謝父親為他打好基礎,留下許多朋友給他。
“1989年我父親突然過世,所幸我中學畢業後就跟隨父親到台灣學習做貿易,因此台灣供應商一知道我父親逝世,馬上表示會支持到底。這是我第一次感到友情的可貴!”
德成有限公司由駱文德創立於1969年,原本從事塑料產品貿易。父親逝世後,駱國明貸款做生意,戰戰兢兢,而且相當保守,覺得有本事還錢,才敢向銀行貸款。
儘管他小心經營,可是5年後,意料之外的挑戰畢竟還是逼近德成眼前,那時強大的打擊來自他們客戶。但塞翁失馬,焉知非福?德成也因此跨出從貿易商發展為廠商的第一步。
駱國明接手生意約10年後,東南亞大客戶已逐漸懂得親自向台灣廠商直接購貨,加上東盟自由貿易區落實,東南亞國家之間的關稅越來越低,貿易空間變窄,導致德成的貿易生意深受影響。
“那時我們決定自己生產產品,追求更高的利潤,”
雖然1997年正值金融風暴,但是憑駱國明和客戶們的交情,也確認會接到穩定的訂單,所以毅然設立工廠。
“1997年我們只做出小投資,但是按部就班,每年增添一部機器,直到2008年。”
德成控股生產的塑料產品十分受歡迎,駱國明的台灣朋友來參觀工廠時,也被他們每年增設機器的生產方式嚇著了。

初期怕進賊  每晚守工廠  

其實,德成剛從貿易商轉型為制造商時,是駱氏兄弟最辛苦的時候。德成工廠剛設立的時候,沒有圍欄,駱國明每晚都得守夜顧廠至凌晨一點多,清晨6時又得趕回工廠。
“當時我們入口的機器,零件少了一個就無法操作了。所以我們不敢大意,每晚守在工廠,惟恐宵小潛入。”
所有的辛苦努力沒有白費,德成控股2001年終于開始進軍國外市場。目前德成的本地市場占60%,海外市場則達40%,包括東南亞國家、中東、非洲、南美洲、印度、巴基斯坦、孟加拉等等。

人氣小檔案

德成控股總裁
駱國明 44歲

履歷:

•1984年--中學畢業,跟隨父親從事貿易。
•1989年--父親逝世,接手德成有限公司。
•1997年--德成在武吉登惹成立第一間工廠。
•2000年--德成搬遷到武吉敏雅工業區,擴建工廠。
•2001年--產品進軍海外市場,包括東南亞國家、中東、非洲、南美洲、印度、巴基斯坦、孟加拉等。
•2004年--德成控股在吉隆坡股票交易所次板上市。
•2006年--德成控股躍升吉隆坡股票交易所主板。
  

精彩語錄

•要把懂得的東西與人分享,這樣會減少煩惱。
•我們必須以真心交朋友,因為朋友會變成你的貴人。
•管理層必須以身作則,向犯錯的員工示范正確的做法,以理服人。
•按部就班,比如每年投資一部機器,就能踏實地把生意做大。
本帖最后由 yatlokfatt 于 11-8-2012 01:48 PM 编辑

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发表于 16-8-2012 08:43 PM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30/06/2012
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/06/2012
30/06/2011
30/06/2012
30/06/2011
$$'000
$$'000
$$'000
$$'000
1Revenue
52,197
43,699
96,110
86,943
2Profit/(loss) before tax
3,257
2,702
6,930
4,712
3Profit/(loss) for the period
2,086
1,872
4,981
3,400
4Profit/(loss) attributable to ordinary equity holders of the parent
2,301
1,872
5,122
3,400
5Basic earnings/(loss) per share (Subunit)
0.96
0.78
2.14
1.41
6Proposed/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 ($$)
0.5100
0.5000

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发表于 23-11-2012 10:27 PM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2012
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2012
30/09/2011
30/09/2012
30/09/2011
$$'000
$$'000
$$'000
$$'000
1Revenue
49,520
50,212
145,630
137,155
2Profit/(loss) before tax
1,902
2,301
8,832
7,013
3Profit/(loss) for the period
613
1,474
5,594
4,874
4Profit/(loss) attributable to ordinary equity holders of the parent
1,485
1,474
6,607
4,874
5Basic earnings/(loss) per share (Subunit)
0.62
0.61
2.76
2.02
6Proposed/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 ($$)
0.5200
0.5000

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发表于 26-2-2013 09:36 PM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2012
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/12/2012
31/12/2011
31/12/2012
31/12/2011
$$'000
$$'000
$$'000
$$'000
1Revenue
44,050
44,847
189,680
182,002
2Profit/(loss) before tax
796
2,989
9,628
10,002
3Profit/(loss) for the period
-418
2,211
5,176
7,085
4Profit/(loss) attributable to ordinary equity holders of the parent
64
2,285
6,671
7,159
5Basic earnings/(loss) per share (Subunit)
0.03
0.95
2.79
2.97
6Proposed/Declared dividend per share (Subunit)
0.00
2.00
0.00
2.00


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 ($$)
0.5500
0.5000

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发表于 1-5-2013 04:48 PM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31/03/2013
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/03/2013
31/03/2012
31/03/2013
31/03/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
43,872
43,913
43,872
43,913
2Profit/(loss) before tax
1,135
3,673
1,135
3,673
3Profit/(loss) for the period
-110
2,895
-110
2,895
4Profit/(loss) attributable to ordinary equity holders of the parent
385
2,821
385
2,821
5Basic earnings/(loss) per share (Subunit)
0.16
1.18
0.16
1.18
6Proposed/Declared dividend per share (Subunit)
1.50
0.00
1.50
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 ($$)
0.5100
0.5200

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发表于 4-6-2013 02:24 AM | 显示全部楼层
TEK SENG HOLDINGS BERHAD

EX-date
16/07/2013
Entitlement date
18/07/2013
Entitlement time
04:00:00 PM
Entitlement subject
First and Final Dividend
Entitlement description
First and Final Single Tier Dividend of 1.5 sen per ordinary share of RM0.25 each
Period of interest payment
to
Financial Year End
31/12/2012
Share transfer book & register of members will be
to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no
Plantation Agencies Sdn. Berhad of 3rd Floor, Standard Chartered Bank Chambers, Beach Street, 10300 Penang Tel : 04-2625333
Payment date
16/08/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
18/07/2013
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
0.015

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发表于 23-8-2013 08:47 PM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30/06/2013
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/06/2013
30/06/2012
30/06/2013
30/06/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
53,563
52,197
97,435
96,110
2Profit/(loss) before tax
1,393
3,257
2,528
6,930
3Profit/(loss) for the period
137
2,086
27
4,981
4Profit/(loss) attributable to ordinary equity holders of the parent
627
2,301
1,012
5,122
5Basic earnings/(loss) per share (Subunit)
0.26
0.96
0.42
2.13
6Proposed/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 ($$)
0.5000
0.5200

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发表于 24-11-2013 02:43 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2013
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2013
30/09/2012
30/09/2013
30/09/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
55,958
49,520
153,393
145,630
2Profit/(loss) before tax
3,381
1,902
5,909
8,832
3Profit/(loss) for the period
1,340
613
1,367
5,594
4Profit/(loss) attributable to ordinary equity holders of the parent
2,810
1,485
3,822
6,607
5Basic earnings/(loss) per share (Subunit)
1.17
0.62
1.59
2.76
6Proposed/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 ($$)
0.5100
0.5200

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发表于 25-2-2014 12:40 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2013
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/12/2013
31/12/2012
31/12/2013
31/12/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
52,937
44,050
206,330
189,680
2Profit/(loss) before tax
1,631
796
7,540
9,628
3Profit/(loss) for the period
398
-418
1,765
5,176
4Profit/(loss) attributable to ordinary equity holders of the parent
-91
64
3,731
6,671
5Basic earnings/(loss) per share (Subunit)
-0.04
0.03
1.55
2.79
6Proposed/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 ($$)
0.5200
0.5200

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发表于 1-6-2014 01:50 PM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31/03/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/03/2014
31/03/2013
31/03/2014
31/03/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
51,903
43,872
51,903
43,872
2Profit/(loss) before tax
1,863
1,135
1,863
1,135
3Profit/(loss) for the period
504
-110
504
-110
4Profit/(loss) attributable to ordinary equity holders of the parent
978
385
978
385
5Basic earnings/(loss) per share (Subunit)
0.41
0.16
0.41
0.16
6Proposed/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 ($$)
0.5200
0.5200

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发表于 11-8-2014 07:08 PM | 显示全部楼层
icy97 发表于 1-6-2014 01:50 PM


tekseng 0.48 有吸引力,是时候进场了,tp=0.60
2013年净利373万,EPS=1.8SEN ,PE=26

CASH=290万,LOAN=5116万,股东股本=1.23亿
于30-04-2014止30大股东持有84.4%(202532張),
市场上流量15.6%(37468張),3大股东共持有62.64%
子公司TS Solartech将贡献净利,http://www.ts-solartech.com/



本帖最后由 kongsenger 于 13-8-2014 04:40 PM 编辑

Tek Seng Holdings Bhd, TEKSENG KLS summary - FT.com.png
Tek Seng Holdings Bhd, TEKSENG KLS directors and dealings - FT.com.png
Tek Seng Holdings Bhd, TEKSENG KLS profile - FT.com.png
Tek Seng Holdings Bhd, TEKSENG KLS financials - FT.com.png
Tek Seng Holdings Bhd, TEKSENG KLS financials - FT.com (1).png
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发表于 23-8-2014 11:22 PM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30/06/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/06/2014
30/06/2013
30/06/2014
30/06/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
70,448
53,563
122,351
97,435
2Profit/(loss) before tax
12,580
1,393
14,443
2,528
3Profit/(loss) for the period
10,469
137
10,973
27
4Profit/(loss) attributable to ordinary equity holders of the parent
9,834
627
10,812
1,012
5Basic earnings/(loss) per share (Subunit)
4.10
0.26
4.51
0.42
6Proposed/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 ($$)
0.5600
0.5200

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发表于 12-9-2014 04:35 AM | 显示全部楼层
股价2个月翻倍 德成控股遭质询

财经新闻 财经  2014-09-12 10:27
(吉隆坡11日讯)德成控股(TEKSENG,7200,主板消费产品股)近期价量出现异常波动,遭马交所发出不寻常市场交易(UMA)质询。

德成控股上半年一直处于每股30仙的水平浮动,7月开始一步步攀升。截至今日闭市,报每股84.5仙,扬6仙,成交量高达2898万4200万股。

近期内,因该股价量异常波动,尤其成交量自4日持续交投炙热,引致马交所发出不寻常市场交易质询,提醒投资者。

与台企签备忘录

另外,该公司宣布子公司TS Solartech与台湾的昇阳光电(Solartech Energy)签署了解备忘录,以建立策略联盟。

根据该公司文告,昇阳光电计划投资100万令吉在TS Solartech。

昇阳光电创立于2005年,由一群热爱环保与专业人士共同响应成立,以开发制造新能源之太阳能电池为首要业务。

2006年开始生产,2008年在台湾证券交易所正式上市。现有矽晶太阳能电池产能880兆瓦,新竹二厂将可扩充至1600兆瓦,平均转换效率目为17.4%。

双方将针对投资活动协商,若无法达成共识,了解备忘录将自动失效。【南洋网财经】

Type
Announcement
Subject
MEMORANDUM OF UNDERSTANDING
Description
TEK SENG HOLDINGS BERHAD (“TEK SENG” OR “THE COMPANY”)
- MEMORANDUM OF UNDERSTANDING BETWEEN TEK SENG AND SOLARTECH ENERGY CORP
The Company is pleased to announce that TEK SENG and its 86.1% owned-subsidiary TS Solartech Sdn Bhd had, on 11 September 2014 entered into a Memorandum Of Understanding (“MOU”) with Solartech Energy Corp. (“SEC” or the “Investor”) for the purpose of a strategic alliance between the parties whereby the Investor is proposing to invest in TS Solartech Sdn Bhd.

SEC is a public company listed on Taiwan Stock Exchange with its registered office at No.16, Guangfu N. Rd., Hsinchu Industrial Park, Hukou, Hsinchu 303, Taiwan. SEC had reported a consolidated revenue of NTD5,340,039,000 (equivalent to USD178,836,000) and a profit before tax of NTD238,234,000 (equivalent to USD7,977,000) for the first half of the financial year 2014.

Established in Taiwan in 2005, SEC is one of the pioneers in the solar PV industry. It was founded by a group of enthusiasts with the vision of creating a better environment through the use of solar energy. SEC is principally engaged in the manufacturing of solar cells in Taiwan. It provides multi-crystalline and mono-crystalline solar cells, solar modules and systems.

Salient terms of the MOU are as follows:-
(i) The Investor intends to invest RM100.0 million in TS Solartech Sdn Bhd.
(ii) The parties shall negotiate the terms of the proposed investment in good faith.
(iii) The MOU shall lapse if the parties are unable to finalise the terms of the proposed investment.

None of the Directors and major shareholder(s) of TEK SENG or any persons connected to them have any interest, direct and indirect in the MOU.

The MOU is available for inspection by shareholders of TEK SENG at the registered office situated at 51-21-A, Menara BHL Bank, Jalan Sultan Ahmad Shah, 10050 Penang during office hours from Mondays to Fridays (except public holidays) for a period of 3 months from the date of this announcement.

This announcement is dated 11 September 2014.
本帖最后由 icy97 于 13-9-2014 02:02 AM 编辑

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发表于 18-9-2014 05:56 PM | 显示全部楼层
Type
Reply to query
Reply to Bursa Malaysia's Query Letter - Reference ID
GG-140912-54693
Subject
MEMORANDUM OF UNDERSTANDING BETWEEN TEK SENG HOLDINGS BERHAD AND SOLARTECH ENERGY CORP
Description
REPLY TO BURSA QUERY – MEMORANDUM OF UNDERSTANDING BETWEEN TEK SENG HOLDINGS BERHAD AND SOLARTECH ENERGY CORP
Query Letter Contents
We refer to the Company's announcement dated 11 September 2014, in respect of the aforesaid matter.

In this connection, kindly furnish Bursa Malaysia Securities Berhad ("Bursa Securities") with the following additional information for public release:-

1. The identity of the directors and the remaining 13.9% shareholding of TS Solartech Sdn Bhd ("TS Solartech").
2. The identity of the directors and major shareholders of SEC.
3. Background information of TS Solartech including principle activities, date of commencement of business, net assets, net profits and paid-up capital based on the latest audited financial statements.
4. Duration of the MOU.
5. Future plans of TS Solartech.
6. Whether any authorities approval is required for the investment by SEC into TS Solartech.
7. Nature and details of the investment of RM100 million by the Investor.
8. Apart from the RM100 million investment, please state clearly the roles and responsibilities by Tek Seng and SEC in this TS Solartech strategic alliance. In addition, what is the expected total investment cost by Tek Seng
and TS Solartech respectively in the said project.

Attachments

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发表于 21-9-2014 10:40 PM | 显示全部楼层
德成變“明星股”?

2014-09-21 19:22      

讀者CB問:
請分析德成控股(TEKSENG,7200,主板消費品組)。

目前它的股價持續揚升,下個月可能成為潛在“明星股”,除了“人造塑料=聚氯乙烯片”業務之外,該公司的“陽光電”業務的盈利有多少。為甚麼過去6個月的盈利增長這麼多?

答:
截至2014年6月30日為止次季,德成控股旗下陽光電業務的淨利為457萬3千令吉,前期則是淨虧損337萬3千令吉。首6個月,陽光電業務表現也是轉虧為盈,即取得淨利114萬1千令吉,前期則是淨虧損695萬1千令吉。

該公司在過去6個月的盈利大增,主要是人造塑料(PVC)業務的盈利保持平穩,反而陽光電業務則是強力回彈轉虧為盈,取得淨利114萬1千令吉(單是次季淨利就有457萬3千令吉),前期則是淨虧損695萬1千令吉。

德成控股股價8月初至9月11日之間,合計飆漲156%,尤其在上月杪公佈強勁第二季業績後,股價走勢更是勢如破竹。該公司股價持續揚升,甚至漲升至遭交易所發出不尋常市場活動(UMA)質詢。該公司在回答時表示不知情,惟要求投資者注意其在9月11日宣佈的簽署備忘錄的發展。

先看看其9月11日的宣佈,該公司旗下持股86.1%的子公司――TS太陽能科技可能獲台灣上市公司――昇陽光電科技有股份有限公司投資1億令吉。

TS太陽能科技與昇陽光電科技,在9月11日已正式就此投資意願簽署備忘錄,承諾秉持良好誠信來洽談投資計劃條件,惟在雙方無法就最終條款達成共識的情況下,備忘錄將被作廢。(星洲日報/投資致富‧投資問診‧文:李文龍) 本帖最后由 icy97 于 2-11-2014 03:36 AM 编辑

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发表于 31-10-2014 03:54 AM | 显示全部楼层
德成集团2配1凭单

财经 2014年10月30日
(吉隆坡30日讯)德成集团(TEKSENG,7200,主板消费股)今日宣布,以2配1比例,发1亿2000万张免费凭单,每张凭单的行使价为0.25令吉,並预计在2015年首季完成。

截至10月24日止,该集团的缴足资本为6000万令吉的2亿4000万股。假设1亿2000万张免费凭单全数行使,这意味著將发出最多1亿2000万新股,该集团的缴足资本將增至总值9000万的3亿6000万股。

假设上述凭单全面行使,德成集团將可从中集资约3000万令吉,並將作为营运资金用途。

管理层也表示,在完成凭单活动后,集团的负债率將从0.60倍,降至0.48倍。

同时,德成集团也建议提高公司的法定股本,从原本总值1亿令吉的4亿股,至5亿令吉的20亿股。

配合上述活动,该公司將修改章程。【东方网财经】

Type
Announcement
Subject
MULTIPLE PROPOSALS
Description
TEK SENG HOLDINGS BERHAD ("TSHB" OR THE "COMPANY")
I.        PROPOSED BONUS ISSUE OF 120,000,000 FREE WARRANTS IN TSHB ("WARRANT(S)") ON THE BASIS OF ONE (1) FREE WARRANT FOR EVERY TWO (2) EXISTING ORDINARY SHARES OF RM0.25 EACH IN TSHB ("TSHB SHARE(S) OR "SHARE(S)") HELD ON AN ENTITLEMENT DATE TO BE DETERMINED LATER ("PROPOSED BONUS ISSUE OF WARRANTS")

II.        PROPOSED INCREASE IN THE AUTHORISED SHARE CAPITAL OF TSHB FROM RM100,000,000 COMPRISING 400,000,000 TSHB SHARES TO RM500,000,000 COMPRISING 2,000,000,000 TSHB SHARES ("PROPOSED INCREASE IN AUTHORISED SHARE CAPITAL"); AND

III.        PROPOSED AMENDMENTS TO THE MEMORANDUM AND ARTICLES OF ASSOCIATION OF TSHB ("PROPOSED AMENDMENTS")
On behalf of the Board of Directors of TSHB, RHB Investment Bank Berhad ("RHBIB") wishes to announce that the Company proposes to undertake the following:-
i. Bonus issue of 120,000,000 free Warrants on the basis of one (1) free Warrant for every two (2) existing TSHB Shares held on an entitlement date to be determined later ("Entitlement Date");

ii Increase in the authorised share capital of TSHB from RM100,000,000 comprising 400,000,000 TSHB Shares to RM500,000,000 comprising 2,000,000,000 TSHB Shares; and

iii. Amendments to the memorandum and articles of association of TSHB.

Further details of the Proposals are set out in the attachment.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1781333
Attachments
本帖最后由 icy97 于 31-10-2014 05:49 AM 编辑

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发表于 14-11-2014 03:45 AM | 显示全部楼层
icy97 发表于 12-9-2014 04:35 AM
股价2个月翻倍 德成控股遭质询

财经新闻 财经  2014-09-12 10:27

台商注资子公司 德成控股扩太阳能业

二零一四年十一月十四日 晚上八时十六分
(吉隆坡14日讯)光伏产品制造商德成控股有限公司(TEKSENG,7200,消费产品组)透露,台湾上市公司升阳科技(Solartech Energy)将斥资1317万令吉,买下其86.1%子公司TS太阳能私人有限公司的317万股票,或20.92%股权。

德成控股表示,升阳科技将在5个交易日内,透过一份认购协议认购上述股票。

除此之外,升阳科技也将投资8770万令吉于TS太阳能,这项交易涉及发行8万7701可赎回非累积优先股,每股发行价达1000令吉。

它说,这将透过供应2单位太阳能电池一揽子生产线的方式进行,其生产太阳能电池的制造产能联合可达每年140兆瓦电力。

“这将提高TS太阳能的生产线,以迎合需求和订单,以及协助达到更优的经营经济效益。”

升阳科技已在9月份建议投资1亿令吉于TS太阳能。这家台湾公司已于9月11日与TS太阳能签署一份谅解备忘录,以落实一项‘策略性合作’。

主要从事制造和贸易聚氯乙烯薄膜(PVC Sheeting)的德成控股,是在2012年透过TS太阳能投资于太阳能光伏电池制造业务。

TheEdge研究指出,随着太阳能需求的增长,该太阳能部门将更加显著,这也是德成控股寻求扩张的原因。

德成控股在声明中进一步阐述,升阳科技的投资将容许TS太阳能提供的经验和投入,并进一步发展TS太阳能的太阳能业务。

“因此,它预料将对收益,以至德成集团股东价值带来正面的贡献。”

德成控股执行主席骆国明透露,与升阳科技的合作,将提供8770万令吉的即时注入现金,及扩充一揽子设备,比较完全依赖内部基金或银行借贷,这将大幅降低其流动现金和负债影响。

与此同时,TS太阳能也继续保留为德成控股旗下子公司。【光华日报财经】

Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description
TEK SENG HOLDINGS BERHAD ("TEK SENG" OR THE "COMPANY")

PROPOSED ISSUANCE OF 3,174,603 ORDINARY SHARES OF RM1.00 EACH IN TS SOLARTECH SDN BHD ("TS SOLARTECH") ("TS SOLARTECH SHARE(S)"), A 86.1%-OWNED SUBSIDIARY COMPANY OF TEK SENG TO SOLARTECH ENERGY CORP. ("SEC"), FOR A TOTAL CASH CONSIDERATION OF RM13,174,602
We refer to the earlier announcements dated 11 September 2014 and 17 September 2014 in relation to the Memorandum of Understanding between Tek Seng and SEC.

The Board of Directors of Tek Seng is pleased to announce that the Company, TS Solartech and SEC had, on 13 November 2014 entered into a subscription agreement for SEC to subscribe for 3,174,603 shares in TS Solartech, representing 20.92% equity interest in TS Solartech.

Further details on the proposed issuance is set out in the attachment enclosed.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1793389
Attachments

本帖最后由 icy97 于 15-11-2014 02:00 AM 编辑

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