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【ANNJOO 6556 交流专区】安裕资源

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发表于 17-12-2012 11:39 AM | 显示全部楼层
安裕資源vs錦記鋼鐵‧哪家鋼鐵公司看好?

投資致富  2012-12-16 19:16

股友問:
(1)請問在我國眾多的鋼鐵工業中,哪一家公司比較看好(資金雄厚及沒有債務問題),是安裕資源(ANNJOO,6556,主板工業產品組)或是錦記鋼鐵(KINSTEL,5060,主板工業產品組)?
(2)安裕資源的股價跌至1令吉32仙,是甚麼原因呢?是債務問題,還是整體經濟縮退所導至?
(3)安裕資源的資金雄厚嗎?是否有能力回升?

答:
錦記鋼鐵業績不符預期
(1)綜合分析員報告顯示,他們一般上看好的鋼鐵股為安裕資源,以及金獅工業(LIONIND,4235,主板工業產品組)。錦記鋼鐵最近宣佈最新業績表現不符合預測,不賺反虧,使分析員調低財測及評級。

惟投資者值得注意的其中重點,就是要視這些鋼鐵股的股價表現而定,縱然是分析員不看好,惟一旦股價跌至合理以下水平,或是估值便宜的話,它的評級也會隨著改善及值得買進。

全球鋼鐵市場濫市
(2)安裕資源的業務前景,先看它在上個月杪宣佈今年第三季業績,安裕資源的股價落在1令吉33仙,而本地7家證券行研究部給它的合理價,介於1令吉零5仙至1令吉82仙之間。

它們其中僅有一家建議買進(即大馬研究:合理價1令吉82仙),其中有3家建議持有,而另外3家則建議賣出。

整體行業趨勢胥視全球鋼鐵業市場情況而定,雖然國內因素非常看好,即政府推出許多大型基建工程,而私人界在建築,產業,油氣等領域發展前景良好,包括需要較多的鋼鐵產品,使本地鋼鐵業擁有很大的賺錢機會。

可是卻由於全球鋼鐵市場濫市,甚至出現割喉的惡性競爭及大傾銷,不僅抵銷本地利好,反而在外國鋼鐵進口的競爭下,使本地鋼鐵公司紛紛蒙受虧損。

由於區域正落實零關稅措施,使海外產品削價搶灘,包括鋼鐵產品在內。不過,隨著國內鋼鐵業者向政府提出要求,以便正視國內的鋼鐵業的問題,使政府最近採取行動,向某些外國鋼鐵產品實施反傾銷稅。

本地鋼鐵業的其他隱憂,也包括國內天然氣與電費要起價,一旦落實將進一步加重業者成本及負擔。

安裕資源首9個月
淨虧5310萬
據興業研究指出,安裕資源截至2012年首9個月的淨虧損為5千310萬令吉,較市場較早時的全年預測淨利6千220萬令吉相差甚遠。這主要是為存貨攤銷5千780萬令吉,以及鋼鐵產品價格及銷售量走低所致。

該行指出,本地鋼鐵需求樂觀,不過賺幅受到擠壓。該公司預測第四季及2013年表現將更好,主要是經濟轉型計劃推出更多工程計劃,包括建築及油氣業。中期大型計劃則有遺產獨立大廈以及敦拉薩廣場等,使本地鋼鐵產品需求好轉。

不過,來自中國業者的競爭激烈,特別大肆拋售鋼線條(wire rod)產品。該公司希望貿工部能夠為鋼線條產品推出更多的反傾銷措施,惟相信至少6個月里將保持現況。

該行預測其全年料淨虧3千640萬令吉,比較該行較早預測為淨利5千370萬令吉。預料在2013年財政年將轉虧為盈。

安裕資源總負債為18億
(3)安裕資源截至2012年9月30日為止,總資產為28億3千526萬9千令吉(每股資產值為2令吉5仙),包括現金及等同現金額為5千756萬4千令吉。而公司保留盈利則有4億5千461萬6千令吉。同期的總負債為18億零339萬8千令吉。

安裕資源前景:
預料在全球經濟好轉,特別是中國推出更多的振興經濟措施從而提昇鋼鐵產品需求及價格,本地鋼鐵需求保持良好,以及國際貿工部進一步採取鋼鐵產品的反傾銷措施,以及生產成本(如電費和天然氣等)不增加或增幅適中等利好,相信本地鋼鐵業者包括安裕資源業務及股價將有希望回升。(星洲日報/投資致富‧投資問診室)

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参与人数 1人气 +5 收起 理由
有毛的球 + 5 谢谢分享

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发表于 2-1-2013 11:59 PM | 显示全部楼层
ANN JOO RESOURCES BERHAD

Type
Announcement
Subject
WINDING UP / RECEIVER & MANAGER / RESTRAINING ORDER / SPECIAL ADMINISTRATOR
Description
ANN JOO RESOURCES BERHAD (“AJR”)
- MEMBERS’ VOLUNTARY WINDING-UP OF SUBSIDIARY COMPANY
AJR wishes to advise that Ann Joo (Sarawak) Sdn Bhd (“AJSarawak”), a wholly-owned subsidiary of AJR which is incorporated in Malaysia, will be wound up by way of members’ voluntary winding-up. AJSarawak which used to be in the business of selling hardware and steel materials has ceased operation since 1 August 2007.

Mr Chong Ying Choy of Messrs Y.C. Chong & Co. has been appointed as liquidator for the above winding-up.

The aforesaid members’ voluntary winding-up will not have any effect on the share capital and shareholding structure of AJR nor have any material operational and financial impact on the net assets, earnings and gearing of AJR Group for the financial year ending 31 December 2013.

This announcement is dated 2 January 2013.

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发表于 7-1-2013 11:15 PM | 显示全部楼层
icy97 发表于 6-12-2012 02:10 AM

ANN JOO RESOURCES BERHAD

Type
Announcement
Subject
OTHERS
Description
ANN JOO RESOURCES BERHAD (“AJR” OR “THE COMPANY”)
PROPOSED DISPOSAL OF ENTIRE INVESTMENT IN ANSHIN PRECISION INDUSTRIES SDN BHD (“PROPOSED DISPOSAL”)
Further to the Company’s announcement on 5 December 2012, the Board of Directors of AJR wishes to inform that the Company has on 7 January 2013 completed the disposal of AJR’s entire shareholdings in Anshin Precision Industries Sdn Bhd comprising of 4,448,825 ordinary shares of RM1.00 each to Marubeni-Itochu Steel Inc and Marubeni-Itochu Steel (Malaysia) Sdn Bhd and the full consideration of RM8,897,650 has been duly received.

This announcement is dated 7 January 2013.

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发表于 18-2-2013 09:44 PM | 显示全部楼层
ANN JOO RESOURCES BERHAD

Type
Announcement
Subject
WINDING UP / RECEIVER & MANAGER / RESTRAINING ORDER / SPECIAL ADMINISTRATOR
Description
ANN JOO RESOURCES BERHAD (“AJR”)
- MEMBERS’ VOLUNTARY WINDING-UP OF SUB-SUBSIDIARY COMPANY
AJR wishes to advise that Lian Tiong Steel Fabrication & Civil Engineering Sdn Bhd ("Lian Tiong"), a wholly-owned subsidiary of Ann Joo (Sarawak) Sdn Bhd (“AJSarawak”) which is incorporated in Malaysia, will be wound up by way of members’ voluntary winding-up. Lian Tiong used to be in the business of trading of steel products but has ceased operation since 2007.

AJ Sarawak is a wholly-owned subsidiary of AJR which AJR has on 2 January 2013 announced its liquidation by members' voluntary winding up.

Mr Chong Ying Choy of Messrs Y.C. Chong & Co. has been appointed as liquidator for the above winding-up.

The aforesaid members’ voluntary winding-up will not have any effect on the share capital and shareholding structure of AJR nor have any material operational and financial impact on the net assets, earnings and gearing of AJR Group for the financial year ending 31 December 2013.

This announcement is dated 18 February 2013

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发表于 27-2-2013 02:34 AM | 显示全部楼层
安裕资源出现亏损

二零一三年三月二十七日 晚上七时十九分
(吉隆坡27日讯)安裕资源有限公司(ANNJOO,6556,工业产品组)公布,在截至2012年12月31日止财政年,出现3678万令吉的税前亏损,但在去年同期录得6473万令吉的税前利润。

该集团致函大马交易所表示,营业额也由前期的22亿3000万令吉下降至20亿8000万令吉,主要是受到国际市场低迷,导致钢铁产品价格较低和出口量下跌。

它说:“较低的出口量和售价较低,是由于中国钢铁企业在全球市场积极倾销建筑钢材所致。”

展望未来,安裕资源称,将会专注推行成本降低和稳定计划,以及综合钢铁生产流程和生产率改善方案。[光华日报财经]

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
396,226
500,252
2,080,639
2,237,320
2Profit/(loss) before tax
18,428
5,239
-36,786
64,735
3Profit/(loss) for the period
9,958
11,024
-18,522
62,113
4Profit/(loss) attributable to ordinary equity holders of the parent
9,893
10,684
-19,137
61,134
5Basic earnings/(loss) per share (Subunit)
1.98
2.13
-3.82
12.18
6Proposed/Declared dividend per share (Subunit)
0.00
3.50
0.00
7.50


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 ($$)
2.0700
2.1400

本帖最后由 icy97 于 28-3-2013 02:31 AM 编辑

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发表于 5-3-2013 12:42 AM | 显示全部楼层
不知它的前景如何呢?在RM 1.30 进了5000粒。。。
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发表于 30-5-2013 07:30 PM | 显示全部楼层
安裕資源首季轉虧為盈

大馬  2013-05-30 11:06
(吉隆坡29日訊)安裕資源(ANNJOO,6556,主板工業產品組)因鋼鐵生產成本結構與效率改善,成功在截至2013年3月31日止首季轉虧為盈,從前期蒙損104萬1千令吉,轉為獲利972萬8千令吉。

首季營業額下挫20.35%至4億8千756萬1千令吉,主要歸咎於國際鋼鐵需求受中國經濟放緩影響,進而拖累出口下滑。

該公司發文告表示,計劃透過提昇營運的靈活度、有效的材料成本管理與成本削減來最大限度提高鋼與鐵生產垂直整合的偕同作用。

該公司預料貿易部門將在東南亞區域擴展油氣、造船與壓力容器領域的市佔率。(星洲日報/財經)

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
487,561
612,130
487,561
612,130
2Profit/(loss) before tax
6,894
-4,708
6,894
-4,708
3Profit/(loss) for the period
9,728
-779
9,728
-779
4Profit/(loss) attributable to ordinary equity holders of the parent
9,728
-1,041
9,728
-1,041
5Basic earnings/(loss) per share (Subunit)
1.94
-0.21
1.94
-0.21
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 ($$)
2.0900
2.0700

本帖最后由 icy97 于 30-5-2013 08:12 PM 编辑

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发表于 29-8-2013 03:56 AM | 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
491,468
603,362
979,355
1,215,492
2Profit/(loss) before tax
2,338
-13,135
9,232
-17,843
3Profit/(loss) for the period
1,694
-4,723
11,422
-5,502
4Profit/(loss) attributable to ordinary equity holders of the parent
1,694
-4,919
11,422
-5,960
5Basic earnings/(loss) per share (Subunit)
0.34
-0.98
2.28
-1.19
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 ($$)
2.0900
2.0700

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发表于 29-8-2013 09:26 PM | 显示全部楼层
安裕面對外匯風險

2013-08-29 17:10      
(吉隆坡29日訊)安裕資源(ANNJOO,6556,主板工業產品組)上半年轉虧為盈1千140萬令吉,儘管馬幣走疲有助出口,然而分析員擔心美元貸款造成的外匯虧損,會抵銷未來季度的盈利。

興業研究認為,安裕的美元貸款,讓公司曝露在近期匯率巨幅波動的風險中。

根據興業研究估計,美元每挫10仙,可能造成1千860萬令吉的外匯損失,儘管這些都是未實現虧損。安裕的淨債務對資本比為133.9%。

安裕首半年獲上述淨利,乍看令興業失望,但主要是受次季830萬令吉外匯虧損所累。不計外匯虧損的核心淨利為1千770萬令吉。

安裕在馬幣疲軟前,累積庫存達15億令吉,意味有關庫存價位低於目前售價,不過,憑其紀錄可從疲弱馬幣的出口對衝這項不利因素。惟區域貨幣兌美元走疲,可能挫低區域國家對鋼鐵庫存的需求。

安裕次季轉虧為盈169萬4千令吉,其單季銷售按季增長9.3%,國內對鋼條產品的需求走高。國內鋼鐵產品價格比國際鋼鐵享有更商品溢價。

興業給予“短線買進”評級,目標價由1令吉91仙下調至1令吉51仙。(星洲日報/財經)
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发表于 30-11-2013 11:23 PM | 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
496,706
468,920
1,476,061
1,684,412
2Profit/(loss) before tax
-20,009
-37,371
-10,778
-55,214
3Profit/(loss) for the period
-9,938
-22,978
1,483
-28,480
4Profit/(loss) attributable to ordinary equity holders of the parent
-9,938
-23,070
1,483
-29,029
5Basic earnings/(loss) per share (Subunit)
-1.98
-4.60
0.30
-5.79
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 ($$)
2.0700
2.0700

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发表于 6-12-2013 08:16 PM | 显示全部楼层
股价掉得好厉害!这股亏大啦!
唯一的安慰就是亏损没有上一年多...haiz
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发表于 1-1-2014 04:26 AM | 显示全部楼层
ANN JOO RESOURCES BERHAD

Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description
ANN JOO RESOURCES Berhad (“AJR” or “the Company”)

PROPOSED ACQUISITION OF ENTIRE INVESTMENT IN DELUXE STEEL SERVICE CENTRE SDN BHD (“PROPOSED ACQUISITION”)
The Board of Directors of AJR wishes to inform that the Company’s wholly-owned subsidiary company, Ann Joo Metal Sdn Bhd (“AJM”) has on 30 December 2013 entered into a Shares Sale Agreement (“SSA”) with Cheong Soh Fan and Lee Chow Chin (collectively known as the “Vendors”) for the acquisition of the entire shareholdings in Deluxe Steel Service Centre Sdn Bhd (“DSSC”) comprising 200,000 ordinary shares of RM1 each (“Sale Shares”) from the Vendors, who hold equal proportion, for a cash consideration of RM2 (“Proposed Acquisition”). Upon completion of the Proposed Acquisition, DSSC will be a wholly-owned subsidiary of AJM.

Enclosed file provides details of the Proposed Acquisition.

This announcement is made pursuant to paragraph 10.05 of the Main Market Listing Requirements.
Attachments

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发表于 14-1-2014 12:21 PM | 显示全部楼层
有毛的球 发表于 6-12-2013 08:16 PM
股价掉得好厉害!这股亏大啦!
唯一的安慰就是亏损没有上一年多...haiz

赞同亏损没有上一年多,希望最新一季的业绩会更好。
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发表于 14-1-2014 01:58 PM | 显示全部楼层
sauloong77 发表于 14-1-2014 12:21 PM
赞同亏损没有上一年多,希望最新一季的业绩会更好。

这股我按奈不住卖掉了,亏了九百多
只是近期进货的人风险很低,因为股价似乎已经见底,而且徘徊了好一些时候,不排除会突然被人炒起来(与行情无关)。
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发表于 28-2-2014 12:48 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
640,624
395,824
2,118,371
2,080,237
2Profit/(loss) before tax
15,263
18,083
4,480
-37,131
3Profit/(loss) for the period
10,785
9,613
12,268
-18,867
4Profit/(loss) attributable to ordinary equity holders of the parent
10,793
9,767
12,461
-19,224
5Basic earnings/(loss) per share (Subunit)
2.15
1.91
2.45
-3.89
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 ($$)
2.1000
2.0700

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发表于 27-5-2014 10:01 PM | 显示全部楼层
安裕資源首季淨利1252萬

2014-05-27 10:24      
(吉隆坡26日訊)營運盈利受生產力改善推動,儘管鋼鐵售價走疲,安裕資源(ANNJOO,6556,主板工業產品組)截至2014年3月31日首季,淨利上揚28.68%至1千251萬8千令吉。

派息2仙營業額增長38.47%至6億8千606萬7千令吉。

該公司每股派息2仙回饋股東。

該公司發文告說,其製造業營業額增長至5億零988萬令吉,相比前期3億2千385萬令吉;國內與國際市場增長促使其營業額增長,儘管鋼鐵價格低迷,生產力改善與庫存管理發效,也使此組合業務盈利增至1千446萬令吉,相比前期獲利647萬令吉。

“受國內外市場凌厲擴張激厲,貿易業務營收增長至1億7千584萬令吉,前期1億7千120萬令吉;錄得盈利981萬令吉,相比前期879萬令吉。”

展望未來,先進國經濟體復甦驅動建築與基建業有望帶動鋼鐵需求,對中國鋼鐵生產過剩表示謹慎,原料下跌有助加強其高爐營運競爭力。

“今年1月電費漲、4月天然氣價格調高,公司透過節能工藝減輕衝擊,除透過有效庫存管理、策略採購政策與行銷,高爐營運能否發揮宏效,取決於政府是否有效阻遏鋼鐵產品在馬傾銷。”(星洲日報/財經)

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
686,067
495,464
686,067
495,464
2Profit/(loss) before tax
13,666
6,894
13,666
6,894
3Profit/(loss) for the period
12,518
9,728
12,518
9,728
4Profit/(loss) attributable to ordinary equity holders of the parent
12,518
9,728
12,518
9,728
5Basic earnings/(loss) per share (Subunit)
2.50
1.94
2.50
1.94
6Proposed/Declared dividend per share (Subunit)
2.00
0.00
2.00
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 ($$)
2.1200
2.1000

本帖最后由 icy97 于 28-5-2014 03:58 AM 编辑

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发表于 27-5-2014 10:01 PM | 显示全部楼层
EX-date
10/06/2014
Entitlement date
12/06/2014
Entitlement time
04:00:00 PM
Entitlement subject
First Interim Dividend
Entitlement description
First Interim single tier dividend of 2 sen per share in respect of the financial year ending 31 December 2014.
Period of interest payment
to
Financial Year End
31/12/2014
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
Symphony Share Registrars Sdn Bhd
Level 6, Symphony House
Block D13, Pusat Dagangan Dana 1
Jalan PJU 1A/46
47301 Petaling Jaya
Selangor Darul Ehsan
Tel : 03-78418000
Fax : 03-78418008
Payment date
30/06/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
12/06/2014
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
0.02

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发表于 28-5-2014 04:34 AM | 显示全部楼层
安裕冀更公平经商环境

财经 2014年5月27日
(吉隆坡27日讯)针对中国钢铁公司氾滥倾销钢条產品进入本地市场的情况,安裕资源(ANNJOO,6556,主板工业股)表示,目前正联合其他国內钢铁厂將在6月杪向国际贸易及工业部(MITI)提呈上诉申请,爭取更公平的经商环境。       

安裕资源董事经理林鸿泰在安裕资源第18届股东大会后的记者招待会上表示,该公司正联同国內其他钢铁厂,向国际贸易及工业部反映中国钢铁厂在本地市场倾销钢条的课题。

他补充说,目前已著手收集相关数据及资料,以证明该些中国厂倾销钢条至本地市场,希望在6月杪可將上诉申请提交予国际贸易及工业部。

此外,林鸿泰透露,此次申诉的目的並不是寻求政府的保护,而是让国內钢铁业者有一个更好的经商环境。

面对中国钢铁產品持续倾销,本地钢铁价格可能进一步下跌。

展望钢铁领域前景,林鸿泰相信,钢铁领域將会受到国內陆续动工的建筑项目所带动。

有鑑於此,国內建筑项目也是安裕资源製造业务的成长关键。

另外,在贸易业务方面,隨著国內油气领域项目工程进度逐渐加速,预测將带动安裕资源的贸易业务表现,从而將对该公司2014財政年表现作出进一步贡献。

该公司於今年计划將製造及贸易业务的比重调整至70对30,目前製造及贸易业务的比重为80对20。

除此之外,该公司製造业务產能为每年80万公吨,而贸易业务则是30万公吨。

林鸿泰指出,虽然电费及天然气成本上涨,但没有对该公司造成显著的衝击,因为该公司通过使用热金属充电技术,以减少用电,以及使用高炉(Blast Furnace)技术產生废气,以替代天然气的使用。

林鸿泰表示,该公司早前所投资的高炉科技已逐渐让公司从中受惠,不但提高钢铁生產力,同时也大幅度节省用电量及天然气开销。

有鑑於此,隨著焦炭和铁矿石价格的正常化,以此原材料为主的高炉科技,预测將进一步提升该公司的竞爭优势。

不过,林鸿泰认为,该公司的成长表现,主要是取决於政府抑制中国钢铁產品倾销活动的效率及时效性。

针对2013財政年盈利表现,他表示,虽然中国倾销活动导致销售价下跌约6至8%,並且面对2581万令吉的外匯亏损,但在更好的成本策略下,该公司成功转亏为盈,取得1227万令吉盈利。

债务降至15.9亿

同时, 林鸿泰指出, 由於2013財政年出口表现不理想,导致该公司陷入高债务情况。截至3月31日止,该公司债务从18亿2000万令吉,降至15亿9000万令吉,负债率为1.43倍。

此外,安裕资源也在昨天公布了今年首季的业绩表现,其净利按年成长28.68%,至1251万8000令吉;营业额则按年增长38.47%,至6亿8606万令吉。

配合业绩出炉,该公司也宣布派发每股2仙股息。【东方网财经】
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发表于 11-6-2014 03:45 AM | 显示全部楼层
具成本優勢‧安裕業績料續向好

2014-06-10 17:38      
(吉隆坡10日訊)分析員對安裕資源(ANNJOO,6556,主板工業產品組)崛起成“最低成本鋼鐵製造商”大表讚賞,認為在成本優勢支持下,今年業績表現可望繼續向好。

興業研究認為,在電力用量走低、熱鋼生產成本走低和首季把貨存降低至可兌現價值水平等因素支持下,該公司2014年盈利可望倍增。

“在把熱鋼引入電弧爐前,安裕資源決定把部份鋼產程序轉移到新高爐,這個額外步驟不僅改善電弧爐效率,亦降低每小時電力消費約300公瓦,讓該公司成為受電費和天然氣漲價影響程度最輕的鋼鐵製造商。”

興業補充,在廢鐵價格相對穩定之際,鐵苗售價跌破100美元,焦煤亦跌至約200美元水平,相信這情況有助安裕資源繼續保持生產成本優勢。



(星洲日報/財經‧報道:李三宇)
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发表于 1-9-2014 09:17 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
606,329
499,274
1,292,395
995,064
2Profit/(loss) before tax
4,110
2,338
17,775
9,232
3Profit/(loss) for the period
4,841
1,694
17,358
11,422
4Profit/(loss) attributable to ordinary equity holders of the parent
4,841
1,694
17,358
11,422
5Basic earnings/(loss) per share (Subunit)
0.97
0.34
3.47
2.28
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.02
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 ($$)
2.1100
2.1000

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