拆細、併購、股票交換‧富貴集團變身鋼鐵貿易公司
• 大馬財經
2010-12-23 12:50
（吉隆坡22日訊）富貴集團（NVMULTI, 5021, 主板貿服組）計劃進行新公司股票拆細、併購、股票交換，轉移上市地位等系列重組活動，轉型成為鋼鐵和有色金屬產品硬體配貨商。
富貴集團發文告表示，配合重組計劃，公司將透過新公司（Newco）將現有面值1令吉的股一分為二，並將之轉型為公共公司。
隨後，新公司將透過份別發售3億2千萬股和2千400萬股，發售價為50仙的新股予劉揚麟（譯音）和吳丘河（譯音）等ANN YAK SIONG硬體私人有限公司（AYSH）以及小股東CH YODOFORM私人有限公司（CHY），以1億7千200萬令吉收購其681萬股股票和子公司。
完成發股計劃後，富貴集團普通股面值將減至1仙，繳足資本將減至115萬3千776令吉，而公司計劃以50股現有股票轉換8股新公司股票，將現有11億537萬7千600股股票轉換成新公司的1千846萬零416股股票，從而成為新公司子公司。
轉移上市地位給新公司
完成上述活動後，富貴集團將把上市地位轉移給新公司，並以1配1比例配售1千846萬零416新股，以及配售5千500萬股股票予合格投資者，以符合公眾持股比例富貴集團是基於大股東Mutual Tactic公司在10月以逾2億9500萬令吉，或每股78仙全面獻購未持有的此公司股票，包括所有的資產及負債，從而失去核心業務陷入PN17公司行列，需展開重組計劃。
一旦完成重組活動，富貴集團業務也將因併購AYSH，轉型為鋼鐵和有色產品硬體配貨公司。
星洲日報／財經‧2010.12.23
Wednesday, January 12, 2011
Tuesday, January 11, 2011
Week for Jan 10, 2011--股市龍五榜
股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.A&M實業（A&M） 5959 0.845 0.
455 0.53 0.63 0.535 0.565 0.52
此公司過去3年皆賺錢，2009財年凈賺1405萬。
2.福勝利（HSL） 6238 1.94 1.10 1.72 1.94 1.80 1.79 1.78
此公司過去3年皆賺大錢，2009財年凈賺5632萬。
3.太平洋與東方（P&O） 6009 1.57 0.585 0.885 1.57 0.91 0.94 0.902
此公司在2009財年凈賺1495萬。
4.游禮發產業（YNHPROP） 3158 1.88 1.45 1.65 1.85 1.74 1.74 1.70
此公司在過去幾年皆賺大錢，2009財年凈賺5191萬。
5.拉慕尼亞（RAMUNIA） 7206 0.63 0.18 0.495 0.63 0.605 0.585 0.48
該公司欲購船運公司，最近交投熾熱，上週五日本陰陽圖出現調整訊號。
1.A&M實業（A&M） 5959 0.845 0.
455 0.53 0.63 0.535 0.565 0.52
此公司過去3年皆賺錢，2009財年凈賺1405萬。
2.福勝利（HSL） 6238 1.94 1.10 1.72 1.94 1.80 1.79 1.78
此公司過去3年皆賺大錢，2009財年凈賺5632萬。
3.太平洋與東方（P&O） 6009 1.57 0.585 0.885 1.57 0.91 0.94 0.902
此公司在2009財年凈賺1495萬。
4.游禮發產業（YNHPROP） 3158 1.88 1.45 1.65 1.85 1.74 1.74 1.70
此公司在過去幾年皆賺大錢，2009財年凈賺5191萬。
5.拉慕尼亞（RAMUNIA） 7206 0.63 0.18 0.495 0.63 0.605 0.585 0.48
該公司欲購船運公司，最近交投熾熱，上週五日本陰陽圖出現調整訊號。
19 new projects worth RM 67 bil under ETP's second phase
Published: Tuesday January 11, 2011 MYT 10:34:00 AM
Updated: Tuesday January 11, 2011 MYT 1:58:58 PM
19 new projects worth RM67bil under ETP's second phase (Updated)
By DHARMENDER SINGH, FLORENCE A. SAMY and TEH ENG HOCK
PUTRAJAYA: Another 19 entry-point projects (EPPs) worth RM67bil in investment were announced Tuesday as part of the Economic Transformation Programme (ETP).
Prime Minister Datuk Seri Najib Tun Razak said the projects from 10 National Key Economic Areas (NKEAs) would generate RM36bil in gross national income and create 35,000 new jobs.
"As we approach the first 100 days after the launch (of the ETP), I am pleased to announce 19 more EPPs and developments," he said at the Third ETP update at his office here.
Najib noted that the impact of the ETP was clear, as seen in the performance of Bursa Malaysia which closed on a high of 1,572.21 points on Jan 7.
In October last year, Najib announced the first 18 EPPs under the ETP. The ETP, which forms part of the New Economic Model roadmap, will transform Malaysia into a high-income, inclusive and sustainable nation.
The roadmap aims to raise the living standard and quality of life of the people to a higher level.
It was announced earlier that the ETP had identified 131 Entry Point Projects and 60 business opportunities that will help the country achieve its high-income nation status by 2020.
Four of the EPPs are under the Oil, Gas and Energy NKEA, three under Business Services, three under Greater Kuala Lumpur, two under Healthcare, two under Tourism, and one each under Education, Agriculture, Wholesale and Retail, Communications Content and Infrastructure, and Electrical and Electronics.
Najib also announced the formation of the Malaysia Nuclear Power Corporation, which would be led by CEO Dr Mohd Zamzam Jaafar.
"The Government is studying the possibility of deploying nuclear energy to meet future demand and diversify the energy mix for Peninsular Malaysia.
"Dr Mohd Zamzam will lead the planning, based on the current development timeline of 11 to 12 years, from pre-project to commissioning," Najib he said.
Updated: Tuesday January 11, 2011 MYT 1:58:58 PM
19 new projects worth RM67bil under ETP's second phase (Updated)
By DHARMENDER SINGH, FLORENCE A. SAMY and TEH ENG HOCK
PUTRAJAYA: Another 19 entry-point projects (EPPs) worth RM67bil in investment were announced Tuesday as part of the Economic Transformation Programme (ETP).
Prime Minister Datuk Seri Najib Tun Razak said the projects from 10 National Key Economic Areas (NKEAs) would generate RM36bil in gross national income and create 35,000 new jobs.
"As we approach the first 100 days after the launch (of the ETP), I am pleased to announce 19 more EPPs and developments," he said at the Third ETP update at his office here.
Najib noted that the impact of the ETP was clear, as seen in the performance of Bursa Malaysia which closed on a high of 1,572.21 points on Jan 7.
In October last year, Najib announced the first 18 EPPs under the ETP. The ETP, which forms part of the New Economic Model roadmap, will transform Malaysia into a high-income, inclusive and sustainable nation.
The roadmap aims to raise the living standard and quality of life of the people to a higher level.
It was announced earlier that the ETP had identified 131 Entry Point Projects and 60 business opportunities that will help the country achieve its high-income nation status by 2020.
Four of the EPPs are under the Oil, Gas and Energy NKEA, three under Business Services, three under Greater Kuala Lumpur, two under Healthcare, two under Tourism, and one each under Education, Agriculture, Wholesale and Retail, Communications Content and Infrastructure, and Electrical and Electronics.
Najib also announced the formation of the Malaysia Nuclear Power Corporation, which would be led by CEO Dr Mohd Zamzam Jaafar.
"The Government is studying the possibility of deploying nuclear energy to meet future demand and diversify the energy mix for Peninsular Malaysia.
"Dr Mohd Zamzam will lead the planning, based on the current development timeline of 11 to 12 years, from pre-project to commissioning," Najib he said.
Thursday, January 6, 2011
Malaysia Is Back On Radar Of International Investors
Ｊanuary 06, 2011 14:16 PM
Malaysia Is Back On Radar Of International Investors
KUALA LUMPUR, Jan 6 (Bernama) -- Malaysia is back on the radar of international investors, reflected by the huge inflow of foreign funds coming into the local bourse since last September, Bursa Malaysia Chief Executive Officer, Datuk Yusli Mohamed Yusoff said.
Commenting on the current bullish trend of the stock market, he said more foreign money is expected to enter the country with foreign investors continuing to look at the positive fundamentals offered here.
"Well, I see a lot of interest in this region. We hope this interest will continue because, we have a lot of good quality stocks to offer to investors in our market, and we do see good value in our companies.
"Hopefully, Malaysia will get a fair share of interest from the foreign investors," he told reporters on the sidelines of Maxwell International Holdings Bhd's listing ceremony here Thursday.
According to MIDF Research in a recent research note, prospects for the local bourse would be good this year, with foreign liquidity continuing to be drawn to Malaysia.
Last October, the FTSE re-classified Malaysia as an "advanced emerging market", effective June this year.
"This is expected to attract foreign funds tracking FTSE indices (estimated to be more than US$3 trillion). Malaysia will be only one of nine countries to be in the category.
"Only four Asian countries are in the developed bracket (Hong Kong, Japan, Singapore, Korea) out of 25," MIDF Research said.
Yusli said although it is still early days where the year is concerned, Bursa would continue to focus on quality, good governance, transparency and investors protection.
"We think this is important for all stakeholders in our market and hopefully, they will get the recognition deserved from investors," he added.
--BERNAMA
Malaysia Is Back On Radar Of International Investors
KUALA LUMPUR, Jan 6 (Bernama) -- Malaysia is back on the radar of international investors, reflected by the huge inflow of foreign funds coming into the local bourse since last September, Bursa Malaysia Chief Executive Officer, Datuk Yusli Mohamed Yusoff said.
Commenting on the current bullish trend of the stock market, he said more foreign money is expected to enter the country with foreign investors continuing to look at the positive fundamentals offered here.
"Well, I see a lot of interest in this region. We hope this interest will continue because, we have a lot of good quality stocks to offer to investors in our market, and we do see good value in our companies.
"Hopefully, Malaysia will get a fair share of interest from the foreign investors," he told reporters on the sidelines of Maxwell International Holdings Bhd's listing ceremony here Thursday.
According to MIDF Research in a recent research note, prospects for the local bourse would be good this year, with foreign liquidity continuing to be drawn to Malaysia.
Last October, the FTSE re-classified Malaysia as an "advanced emerging market", effective June this year.
"This is expected to attract foreign funds tracking FTSE indices (estimated to be more than US$3 trillion). Malaysia will be only one of nine countries to be in the category.
"Only four Asian countries are in the developed bracket (Hong Kong, Japan, Singapore, Korea) out of 25," MIDF Research said.
Yusli said although it is still early days where the year is concerned, Bursa would continue to focus on quality, good governance, transparency and investors protection.
"We think this is important for all stakeholders in our market and hopefully, they will get the recognition deserved from investors," he added.
--BERNAMA
Tuesday, January 4, 2011
重整證劵與房地產市場
重整證劵與房地產市場
2011-01-03 19:03
據報導許多金融界人士表示政府應密切注意股價及房地產價格的波動情勢，以免影響金融安定。他們認為，在國內經濟日趨自由化的情勢下，政府任務應著重健全法規制度，確保市場機能運作，由市場機能決定股市與房地產價格才是正途。金融界人士所表達的專業觀點值得肯定，但對於目前股市與房地產市場所面臨的結構性缺失，仍有待政府以最大的決心加以導正。
在我國經濟景氣持續繁榮的情勢下，國內股市與房地產市場呈現平穩發展狀態，與實際的經濟情況相若。任何市場的價格都是由供需關係所決定，國內股市與房地產市場平穩發展，最重要的關鍵因素即在於過去的“超額供給”獲得改善所致。在市場籌碼適量、投入市場資金充足的情況下，供給需求調配得當，自然使價格企穩。因此，目前的股市與房地產市場的情況應持續透過經濟體系的自然調節，才能維持均衡狀態。
依照日前的各項經濟指標觀察，我國今年的經濟成長率仍將高於6%，雖然部份產業的景氣欠佳，但由前我國產業轉型已出現一定的成設，因此諸如電子資訊產業、科技產業的獲利情況都相當良好，我國進出口貿易額因而得以自去年第四季起呈現著擴張的局面，即使歐美經濟已轉呈疲態，但去年11月份我國進口貿易仍維持兩位數的成長；另一方面，出口接單也同樣反映此一榮景仍將持續，顯示目前我國經濟情勢並不悲觀。
在這種情況下，理論上反映總體經濟情勢的股市表現平穩上升勢頭是正常的，但政府應慎防股市規模擴張太快而導致“虛胖”現象。根據吉隆坡證券交易所的統計，2008年上市公司接近800家，而目前已增至957家；同時期因為各上市公司極力藉各種理由辦理增資，設上市公司資本額也自8千多億暴增至一兆一千餘億，增幅二至三成。同時期，我國貨幣供給額年增率則獲得適度的控制，而得以緩步下移，長期偏高的股價可能因此失去支撐力。
然而，在股市盤調過程中，部份業績表現優異的上市公司股價，仍然持續攀升，其中尤以金融、種植類股為然。而另一方面，許多上市公司業績滑落、體質不佳，如今股價下挫自屬必然。而那些佔有股價富時隆綜指較重的股項長期以來本益比偏高，而不再受到投資人的青睞，也只是市場自然調節的結果。此一市場情勢其實正顯示市場逐漸轉型的事實，而股市回歸至以上市公司業績、合理本益比為基本評價基礎的現象毋寧是正常的趨勢。
在房地產市場方面應慎防供需失調。過去業者藉由炒作手法炒高房價的循環，終於在供需差距持續擴大之下，失去高檔盤旋的力道，而導致房價下挫甚至泡沫化。據統計，我國自有房屋率高78%，理論上房地產根本不可能長期走高，而發展商在炒作暴利的誘引下，一再循以案算案的手法擴張信用，創造超額給，一旦供給大量釋出、需求增長緩慢，自然難免在未來會出現崩盤的現象，進而衝擊部份以房地產放款為主的銀行，使金融業的逾期放款比例升高。
無論是股市與房地產市場的紊亂，都與長期以來政府的法制不彰、稅制不合理等缺失息息相關。以往股市與房地產市場價格狂飆，市場炒作者輕易攫取暴利，正是市場出現超額供給以致價格節節滑落的主因。而以往市場的暴利之所以存在，即肇因於政府長期以來免征證券交易所得稅，與土地稅制的嚴重缺失所致，同時也造成國內貧富差距的持續擴大，稅制的公平性也因此備受質疑。因此，政府應對於延宕已久的有關征收證券交易所得稅、土地交易所得稅相關稅法修正案，都應全力推動，防止超額供給，使市場維持常態。
星洲日報／社論‧2011.01.03
2011-01-03 19:03
據報導許多金融界人士表示政府應密切注意股價及房地產價格的波動情勢，以免影響金融安定。他們認為，在國內經濟日趨自由化的情勢下，政府任務應著重健全法規制度，確保市場機能運作，由市場機能決定股市與房地產價格才是正途。金融界人士所表達的專業觀點值得肯定，但對於目前股市與房地產市場所面臨的結構性缺失，仍有待政府以最大的決心加以導正。
在我國經濟景氣持續繁榮的情勢下，國內股市與房地產市場呈現平穩發展狀態，與實際的經濟情況相若。任何市場的價格都是由供需關係所決定，國內股市與房地產市場平穩發展，最重要的關鍵因素即在於過去的“超額供給”獲得改善所致。在市場籌碼適量、投入市場資金充足的情況下，供給需求調配得當，自然使價格企穩。因此，目前的股市與房地產市場的情況應持續透過經濟體系的自然調節，才能維持均衡狀態。
依照日前的各項經濟指標觀察，我國今年的經濟成長率仍將高於6%，雖然部份產業的景氣欠佳，但由前我國產業轉型已出現一定的成設，因此諸如電子資訊產業、科技產業的獲利情況都相當良好，我國進出口貿易額因而得以自去年第四季起呈現著擴張的局面，即使歐美經濟已轉呈疲態，但去年11月份我國進口貿易仍維持兩位數的成長；另一方面，出口接單也同樣反映此一榮景仍將持續，顯示目前我國經濟情勢並不悲觀。
在這種情況下，理論上反映總體經濟情勢的股市表現平穩上升勢頭是正常的，但政府應慎防股市規模擴張太快而導致“虛胖”現象。根據吉隆坡證券交易所的統計，2008年上市公司接近800家，而目前已增至957家；同時期因為各上市公司極力藉各種理由辦理增資，設上市公司資本額也自8千多億暴增至一兆一千餘億，增幅二至三成。同時期，我國貨幣供給額年增率則獲得適度的控制，而得以緩步下移，長期偏高的股價可能因此失去支撐力。
然而，在股市盤調過程中，部份業績表現優異的上市公司股價，仍然持續攀升，其中尤以金融、種植類股為然。而另一方面，許多上市公司業績滑落、體質不佳，如今股價下挫自屬必然。而那些佔有股價富時隆綜指較重的股項長期以來本益比偏高，而不再受到投資人的青睞，也只是市場自然調節的結果。此一市場情勢其實正顯示市場逐漸轉型的事實，而股市回歸至以上市公司業績、合理本益比為基本評價基礎的現象毋寧是正常的趨勢。
在房地產市場方面應慎防供需失調。過去業者藉由炒作手法炒高房價的循環，終於在供需差距持續擴大之下，失去高檔盤旋的力道，而導致房價下挫甚至泡沫化。據統計，我國自有房屋率高78%，理論上房地產根本不可能長期走高，而發展商在炒作暴利的誘引下，一再循以案算案的手法擴張信用，創造超額給，一旦供給大量釋出、需求增長緩慢，自然難免在未來會出現崩盤的現象，進而衝擊部份以房地產放款為主的銀行，使金融業的逾期放款比例升高。
無論是股市與房地產市場的紊亂，都與長期以來政府的法制不彰、稅制不合理等缺失息息相關。以往股市與房地產市場價格狂飆，市場炒作者輕易攫取暴利，正是市場出現超額供給以致價格節節滑落的主因。而以往市場的暴利之所以存在，即肇因於政府長期以來免征證券交易所得稅，與土地稅制的嚴重缺失所致，同時也造成國內貧富差距的持續擴大，稅制的公平性也因此備受質疑。因此，政府應對於延宕已久的有關征收證券交易所得稅、土地交易所得稅相關稅法修正案，都應全力推動，防止超額供給，使市場維持常態。
星洲日報／社論‧2011.01.03
Stocks to watch
股項 代號 高 低 支持 阻力 開 閉 14日平均價
1.協德（HIAPTEK） 5072 1.56 1.14 1.14 1.41 1.17 1.16 1.16
2010年第四季稅前盈利下跌，主要由於缺乏在2009年第四季回注的存貨貶值撥備和外匯收益，海內外需求均下降、技術圖也見到4個DOJI。
2.楊忠禮電子（YTLE） 0009 1.78 0.665 1.27 1.78 1.28 1.28 1.29
2010財年收入增加20.6%。此股在12月17日、12月24日、12月28日及12月30日分別出示DOJI，DOJI在鞏固期是牛市訊號，此股隨時飆升。
3.雪州柏朗桑（KPS） 5843 1.76 1.19 1.34 1.54 1.36 1.35 1.35
2010財年第二季收入增加154%，主要由於產業發展領域所帶來的收入貢獻提高，12月16日此股出現DOJI，後又陷入10個交易天的鞏固期，14天RSI在上週四回升，機會濃厚。
4.馬星集團（MAHSING） 8583 2.02 1.47 1.79 2.02 1.83 1.84 1.82
2010上半年收入及盈利分別上升66%及24.9%，強勁的表現是來自商業和住宅項目的貢獻。以至塑料部門的表現改善，6日簡單移動平均線剛出示買入訊號。
5.貝利賽（PERISAI） 0047 0.69 0.42 0.535 0.60 0.545 0.545 0.55
2009財年凈賺3298萬，2010年9月凈賺332萬3000令吉。此股在12月22日的0.60回調4個交易天後，便反彈。但在過去兩個交易天出現2個DOJI，只要此股一平穩就有機會回彈，上週四掛0.545。
1.協德（HIAPTEK） 5072 1.56 1.14 1.14 1.41 1.17 1.16 1.16
2010年第四季稅前盈利下跌，主要由於缺乏在2009年第四季回注的存貨貶值撥備和外匯收益，海內外需求均下降、技術圖也見到4個DOJI。
2.楊忠禮電子（YTLE） 0009 1.78 0.665 1.27 1.78 1.28 1.28 1.29
2010財年收入增加20.6%。此股在12月17日、12月24日、12月28日及12月30日分別出示DOJI，DOJI在鞏固期是牛市訊號，此股隨時飆升。
3.雪州柏朗桑（KPS） 5843 1.76 1.19 1.34 1.54 1.36 1.35 1.35
2010財年第二季收入增加154%，主要由於產業發展領域所帶來的收入貢獻提高，12月16日此股出現DOJI，後又陷入10個交易天的鞏固期，14天RSI在上週四回升，機會濃厚。
4.馬星集團（MAHSING） 8583 2.02 1.47 1.79 2.02 1.83 1.84 1.82
2010上半年收入及盈利分別上升66%及24.9%，強勁的表現是來自商業和住宅項目的貢獻。以至塑料部門的表現改善，6日簡單移動平均線剛出示買入訊號。
5.貝利賽（PERISAI） 0047 0.69 0.42 0.535 0.60 0.545 0.545 0.55
2009財年凈賺3298萬，2010年9月凈賺332萬3000令吉。此股在12月22日的0.60回調4個交易天後，便反彈。但在過去兩個交易天出現2個DOJI，只要此股一平穩就有機會回彈，上週四掛0.545。
Stock market sees seven months of net foreign buying
Published: Tuesday January 4, 2011 MYT 11:48:00 AM
Updated: Tuesday January 4, 2011 MYT 12:26:38 PM
Stock market sees seven months of net foreign buying
PETALING JAYA: Bursa Malaysia has seen seven consecutive months of net foreign fund inflows on a strengthening ringgit and measures by the Government to boost the economy.
According to Kuala Lumpur-based Credit Suisse Group AG analyst Tan Ting Min in a Tuesday report, foreign funds bought RM2.6 billion worth of shares in December, rebounding from RM900 million in November following RM1.8 billion worth of purchases in October.
“The stock market will be driven by liquidity, supported by a robust economy, rising commodity prices and a stronger ringgit,” she said.
Tan added that efforts to transform the economy to attract investments would also boost the market.
Among her stock picks were CIMB, Public Bank while Gamuda and IJM Corp were key beneficiaries of the Economic Transformation Programme.
Tan said UEM Land, AirAsia and Axiata were also stocks to look out for.
CIMB : [Stock Watch] [News]
PBBANK : [Stock Watch] [News]
GAMUDA : [Stock Watch] [News]
IJM : [Stock Watch] [News]
UEMLAND : [Stock Watch] [News]
AIRASIA : [Stock Watch] [News]
AXIATA : [Stock Watch] [News]
Updated: Tuesday January 4, 2011 MYT 12:26:38 PM
Stock market sees seven months of net foreign buying
PETALING JAYA: Bursa Malaysia has seen seven consecutive months of net foreign fund inflows on a strengthening ringgit and measures by the Government to boost the economy.
According to Kuala Lumpur-based Credit Suisse Group AG analyst Tan Ting Min in a Tuesday report, foreign funds bought RM2.6 billion worth of shares in December, rebounding from RM900 million in November following RM1.8 billion worth of purchases in October.
“The stock market will be driven by liquidity, supported by a robust economy, rising commodity prices and a stronger ringgit,” she said.
Tan added that efforts to transform the economy to attract investments would also boost the market.
Among her stock picks were CIMB, Public Bank while Gamuda and IJM Corp were key beneficiaries of the Economic Transformation Programme.
Tan said UEM Land, AirAsia and Axiata were also stocks to look out for.
CIMB : [Stock Watch] [News]
PBBANK : [Stock Watch] [News]
GAMUDA : [Stock Watch] [News]
IJM : [Stock Watch] [News]
UEMLAND : [Stock Watch] [News]
AIRASIA : [Stock Watch] [News]
AXIATA : [Stock Watch] [News]
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