【CHGP 7187 交流专区】（前名 BKOON）

Mr.Business

我的感觉是基金股东在卖出Boon Koon。

Mr.Business

最近流行股票交流专区，scsiang82兄可以考虑换换帖子的名字，比如：

【Boon Koon 交流专区】文君集团Boon Koon Group的命运如何？

[ 本帖最后由 Mr.Business 于 17-11-2007 03:24 AM 编辑 ]

Mr.Business

Boon Koon是聯昌證券首選小型股項之一。

更新: November 20, 2007 00:57

年內均揚78%
小型股前景耀眼

報導：胡綺芳（吉隆坡19日訊）馬股小型股發威，聯昌證券分析的小型股項今年以來平均揚升78%，漲勢凌厲，並建議投資者可趁低吸納小型股。

聯昌證券維持小型股領域“跑贏大市”（Overweight）投資評級，首選股項為LCL機構（LCL，7177， 主板貿易）、MTD混凝土（MTDACPI，5924，主板工業）及匯華產業（HUNZPTY，5018，主板產業）。

“我們預計，綜指將在今年底突破1440點，並在明年企上1700點，小型及低價股將維持漲勢，明年繼續跑贏大市。”

報告指出，今年以來，首選的13隻小型股項高漲78%，綜指漲幅則僅達25%。

“建築及產業小型股表現最佳，其中LCL機構今年漲幅突破5.04倍。”

該券商說，自今年7月套利風狂吹以來，小型股重建支撐基底（support basis），進而更見吸引力。

其中成榮集團（MUDAJYA，5085，主板建築）、億順機構（EKSONS，9016，主板工業）及緯鉅（WELLCAL，7231，二板工業）股價從全年最高水平，暴跌超過20%。

股息回酬3.5%

“同時，小型股也派發誘人股息，平均股息回酬達3.5%，億順機構及緯鉅股息回酬更高達6%至8%。”

另一方面，該券商認為，LCL機構是西亞發展最佳的大馬室內裝潢（IFO）公司，並在大馬佔15%市佔率，為我國最大業者。

“西亞高達4億2000萬美元訂單激勵下，料LCL機構未來3年盈利年複成長率（CAGR）將達60%。”

此外，報告說，身為土著公司的MTD資本（MTD，9032，主板建築）旗下子公司MTD混凝土，現有建築訂單達42億令吉，將擁有機會獲得更多第9大馬計劃基建工程。

同時，該券商指出，匯華產業在檳城擁有地庫，並料將從北部走廊經濟特區（NCER）從中獲益。

  

聯昌證券首選小型股項
股項	投資評級	目標價（令吉）	19日走勢
	閉市價（令吉）		波動（仙）	成交量（股）
文君集團	跑贏大市	1.80	0.83	-1	9萬9600
夢城機構	跑贏大市	0.86	0.60	-1	91萬9400
億順機構	跑贏大市	2.42	1.32	+3	2萬2600
匯華產業	跑贏大市	4.50	2.66	-1	65萬9900
JobStreet機構	跑贏大市	2.90	2.20	-	1萬5000
高產柅品	跑贏大市	7.15	3.76	+6	8萬6300
LCL機構	跑贏大市	11.75	6.65	-10	24萬9400
MTD混凝土	跑贏大市	3.52	1.93	+3	8萬6000
成榮集團	跑贏大市	7.38	3.44	+4	8萬8800
速伯瑪	跑贏大市	3.45	2.20	-1	14萬5600
聯馬置地	跑贏大市	3.57	2.20	-	2600
VADS	跑贏大市	7.75	5.60	-	2萬3500
緯鉅	跑贏大市	4.22	2.27	-	5萬7000

http://www.chinapress.com.my/content_new.asp?dt=2007-11-20&sec=business&art=1120bs06.txt

scsiang82

换好了。。

Mr.Business

scsiang82兄，
CIMB的报告会不会让你增加对Boon Koon的信心？

scsiang82

哇，目標價（令吉）1.80，以现在的价钱可以开番了。。哈哈。。
就多等几天报告出来吧，希望不会让我失望。。

scsiang82

那就要多下点功夫，为何聯昌證券对文君这么好评。。。
可是已经下调差不多20%了。。。

scsiang82

文君这几天的成交量开始放大，股价也在0.82~0.84徘徊。。希望成绩出来是满意的。。

scsiang82

			INDIVIDUAL PERIOD		CUMULATIVE PERIOD
			CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
			30/09/2007	30/09/2006	30/09/2007	30/09/2006
			RM'000	RM'000	RM'000	RM'000
1		Revenue	56,367	52,805	167,786	145,780
2		Profit/(loss) before tax	4,189	5,758	20,630	17,259
3		Profit/(loss) for the period	2,815	4,380	14,673	12,873
4		Profit/(loss) attributable to ordinary equity holders of the parent	2,212	4,542	12,784	12,796
5		Basic earnings/(loss) per share (sen)	2.00	4.00	9.00	10.00
6		Proposed/Declared 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 attributable to ordinary equity holders of the parent (RM)			0.7200	0.7100

scsiang82

成绩不是很理想。。

scsiang82

Revenue	2007	2006	Percent %
Commercial vehicles, forklifts, heavy machineries and body works	182,057	144,718	+25.80
Insurance and financing	2,283	1,271	+79.62
Rental and fleet management services	3,561	0	+100.00
Others	2,687	975	+175.59
Elimination	-22,807	-1,184	-1825.84

Total

167,786

145,780

+15.10

Review Of Performance

Revenue and profit before taxation increased by 15.10% and 19.53% respectively as compared with the cumulative preceding year corresponding quarter. The increase in revenue and profit before tax was due to contribution from its new acquired subsidiary namely GKY Machinery (M) Sdn Bhd and its wholly owned subsidiary namely GKY Equipment Rental Sdn Bhd, the provision of fleet management services for commercial vehicles and the overall improvement in the business activities of the Group.


Comment on material change in profit before taxation vs. preceding quarter
Profit before taxation decreased from RM8.19 million for the preceding quarter to RM 4.19 million for the current quarter ended 30 September 2007. This was mainly due to the lower profit margin contributed by the sale of slow moving inventories and drop in the sales of heavy commercial vehicles.


Commentary Of Prospects
The Group is strategizing towards improving inventories and debtor turnover cycle and corrective measures taken might result in margin depression in the forthcoming quarters. The continuous currency depreciation of Rupiah also poses some challenges in the export business segment. However, the continued overall improvement in turnover shall to a certain extent offset the above negative impact and barring any unforeseen circumstances, the financial results of the Group for the financial year ending 31 December 2007 is expected to be satisfactory.


印尼盾的贬值和重型车销量的下跌使到净利下跌。。

Mr.Business

原帖由 scsiang82 于 21-11-2007 06:23 PM 发表
成绩不是很理想。。

Boon Koon的业务是这样的。卖车，靠合约，不算稳定的收入。。。你有看看她的业绩报告吗？为何业绩退步得这么厉害？

Mr.Business

你知道我是一向都不看好Boon Koon的。。。

scsiang82

去年刚成立的出租车管理帮助文君有稳定的收入。。不过业务还新，所以也不能下定论。。

营业额是有达到我所预测的，可是净利却下跌了很多。。
公司主要是在本地与印尼发展，本地的汽车销量不如预期加上印尼盾的贬值应该是使到净利减少的主因吧。。。

在考虑应不应该和文君说再见吗？？

scsiang82

没关系，也还好有生意兄的提醒我才能多了解公司。。不然一厢情愿的看好就惨了。。

scsiang82

下山坡的文君。。

Prev	Open	High	Low	Last	Change	% chg	Volume
0.8	0.8	0.8	0.78	0.78	-0.03	-3.70	1132

scsiang82

Change in Boardroom Reference No CC-071114-DE9D6

Company Name	:	BOON KOON GROUP BERHAD
Stock Name	:	BKOON
Date Announced	:	21/11/2007

Date of change	:	21/11/2007
Type of change	:	Redesignation
Previous Position	:	Others
New Position	:	Others
Directorate	:	Executive
Name	:	Goh Boon Leong
Age	:	47
Nationality	:	Malaysian
Qualifications	:	Not Applicable
Working experience and occupation	:	He was appointed as the Executive Director of the Company on January 7, 2004 and was re-designated as Deputy Chief Executive Officer on January 10, 2007. He posseses wide experience in the sales and marketing of commercial vehicles and mainly responsible for domestic sales and marketing functions, including the sales dealership network and development of new business ventures of the Group
Directorship of public companies (if any)	:	Nil
Family relationship with any director and/or major shareholder of the listed issuer	:	Mr. Goh Boon Leong is the brother of Dato' Goh Boon Koon and Mr. Goh Boon Siew. Datin Lee Teoh Kee is the sister-in-law of Mr. Goh Boon Leong. Mr. Goh Boon Leong is the uncle of Mr. Goh Chin Aun.
Details of any interest in the securities of the listed issuer or its subsidiaries	:	11,080,556 ordinary shares of RM0.50 each in the Company
Remarks	:	Mr. Goh Boon Leong has been redesignated from Deputy Chief Executive Officer to Group Chief Executive Officer

scsiang82

Change in Boardroom Reference No CC-071114-68689

Company Name	:	BOON KOON GROUP BERHAD
Stock Name	:	BKOON
Date Announced	:	21/11/2007

Date of change	:	21/11/2007
Type of change	:	Redesignation
Previous Position	:	Chief Executive Officer
New Position	:	Vice Chairman
Directorate	:	Executive
Name	:	Dato' Goh Boon Koon
Age	:	54
Nationality	:	Malaysian
Qualifications	:	Not Applicable
Working experience and occupation	:	He is the founder of Boon Koon Group and was appointed as the Managing Director of the Company on January 7, 2004 and was re-designated as Chief Executive Officer on January 10, 2007. Having being involved in the commercial vehicles industry for more than 25 years, he has acquired extensive experience and exposure in the business. He is mainly responsible for the long term strategic planning and development of the Company's goals and objectives and his entrepreneurial quality and spirit has played a vital role in the growth of the Boon Koon Group from a small existence to a leader and pioneer in the used commercial vehicles industry
Directorship of public companies (if any)	:	Nil
Family relationship with any director and/or major shareholder of the listed issuer	:	Dato' Goh Boon Koon, Mr. Goh Boon Leong and Mr. Goh Boon Siew are brothers. Datin Lee Teoh Kee is the spouse of Dato' Goh Boon Koon. Mr. Goh Chin Aun is the son of Dato' Goh Boon Koon
Details of any interest in the securities of the listed issuer or its subsidiaries	:	31,847,373 ordinary shares of RM0.50 each (Direct) 3,050,438 ordinary shares of RM0.50 each (Indirect) by virtue of Section 134(12)(c) of the Companies Act, 1965
Remarks	:

scsiang82

Change in Boardroom Reference No CC-071115-1CD75

Company Name	:	BOON KOON GROUP BERHAD
Stock Name	:	BKOON
Date Announced	:	21/11/2007

Date of change	:	21/11/2007
Type of change	:	Resignation
Designation	:	Executive Director
Directorate	:	Executive
Name	:	Dato' Abd Ghani Bin Ali Kadir
Age	:	53
Nationality	:	Malaysian
Qualifications	:	Chartered Institute of Transport (CIT), UK and Diploma in Management from Malaysian Institute of Management
Working experience and occupation	:	He was appointed as the Executive Director of the Company on January 7, 2004. His career started in 1975 as Supervisor at Penang Port Commission and left for Konsortium Perkapalan Berhad, a shippping and logistics services provider as Corporate Manager. He undertakes the responsibilities of liasing with the government departments in application of governmental approvals and certifications of the Group's products
Directorship of public companies (if any)	:	Welli Multi Corporation Berhad
Family relationship with any director and/or major shareholder of the listed issuer	:	Nil
Details of any interest in the securities of the listed issuer or its subsidiaries	:	210,431 ordinary shares of RM0.50 each in the Company
Remarks	:

scsiang82

Change in Boardroom Reference No CC-071114-EDA09

Company Name	:	BOON KOON GROUP BERHAD
Stock Name	:	BKOON
Date Announced	:	21/11/2007

Date of change	:	21/11/2007
Type of change	:	Redesignation
Previous Position	:	Chairman & Executive Director
New Position	:	Non-Executive Director
Directorate	:	Non Independent & Non Executive
Name	:	Shamsudin @ Samad Bin Kassim
Age	:	61
Nationality	:	Malaysian
Qualifications	:	Bachelor of Economics Degree from University of Malaya and Master in Public and International Affairs Degree from the University of Pittsburgh
Working experience and occupation	:	He was appointed as the Chairman and Executive Director of the Company on January 7, 2004. His career started as an Assistant Secretary in Ministry of Works in 1970 and later as an Economist in the Highway Planning Unit in 1973. In 1974, he was appointed Assistant Director of the Services Division in the Public Services Department. In 1979, he left the Public Services Department and took up the position of Senior Assistant Secretary in Ministry of International Trade and Industry ("MITI"). In 1989, he was then posted as the Trade Commissioner of MITI in Vienna, Austria. In 1996, he was appointed as Director of MITI (Industry Division) in Kuala Lumpur. In 2000, he was appointed Chief Executive Officer of Small and Medium Industries Development Corporation ("SMIDEC")
Directorship of public companies (if any)	:	Century Logistics Holdings Berhad Ingress Corporation Berhad Kinsteel Berhad Supermax Corporation Berhad Impressive Edge Group Berhad H-Displays (MSC) Berhad
Family relationship with any director and/or major shareholder of the listed issuer	:	Nil
Details of any interest in the securities of the listed issuer or its subsidiaries	:	1,212,500 ordinary shares of RM0.50 each in the Company
Remarks	:	Encik Shamsudin @ Samad Bin Kassim has been re-deignated as the Non-Executive Chairman of the Company with effect from November 21, 2007