【E＆O 3417 交流专区】

icy97

icy97 发表于 19-6-2017 06:16 PM
脱售槟城Lone Pine酒店
东家进账8500万

2017年6月18日
（吉隆坡17日讯）东家（E&O，3417，主板产业股）宣布，以8500万令吉脱售槟城Lone Pine酒店全数股权。

该公司昨天向交易所报备，独资子公司东家酒店私 ...

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	PROPOSED SALE OF 100% EQUITY INTEREST IN E&O EXPRESS SDN BHD TO LANGKAWI SAGA SHOPPING CENTRE SDN BHD AND LUBRITRADE TRADING PTE LTD (COLLECTIVELY, "PURCHASER") FOR A TOTAL CONSIDERATION OF RM85,000,000
We refer to the announcement dated 16 June 2017 in relation to the Proposed Sale. All abbreviations herein shall have the same meanings as those used in the abovementioned announcement unless stated otherwise. The Board of Directors of E&O wishes to announce that the Proposed Sale has been completed today following the settlement of the Balance Purchase Price of RM76,500,000.00. This announcement is dated 16 October 2017.

icy97

房產銷售創佳續 東家首半財年獲利高漲

2017年11月17日
（吉隆坡17日訊）房地產發展商東家（E&O， 3417，主要板房產）公布截至9月底首6個月業績表現，營業額與盈利皆錄得亮眼增長。

該集團截至今年9月30日，首6個月營業額達3億6932萬令吉令吉，按年增長52.2%。這歸功于檳城斯里丹絨檳榔進行的項目貢獻，包括Tamarind、Amaris Terraces和Ariza Seafront Terraces。

其中，已完工的項目如檳城斯裡丹絨檳榔的Andaman at Quayside豪華公寓，以及倫敦的Princes House，也對營業額增長貢獻不少。

負債減少至0.59倍

該集團淨利更是大漲超過4倍，報4091萬5000令吉。受惠于房產業務在上半財年錄得1億370萬令吉的營業利潤，比上財年年同期的5180萬令吉增長一倍。

東家董事經理郭德祥日前發文告說，截至今日公司負債率由2017財年的0.73倍，降至目前的0.59倍。

同時，該集團的聯營項目，即吉隆坡市中心的The Mews和馬來西亞依斯干達的Avira Garden Terraces房產已完工，營業額和盈利貢獻將逐漸減少。

郭德祥說，該集團正在規劃與設計康萊路和嘉炳路交界處的項目，計劃明年尾動工。

此外，東家位于檳城東北海岸的斯里丹絨檳榔第2A期工程正進行中，填海工程已在一些海域達到5公尺的水深基准，並正在申請水深基准公尺以上的填海地段地契。

該集團子公司丹絨檳榔發展私人有限公司（TPD）持有特許權，可在丹絨道光岸外填海760英畝，作為斯里丹絨檳榔的第二期項目。第一期占地240英畝的填海地段，已接近完全發展，是檳城最早的總體規劃發展之一。【中国报财经】

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2017	30 Sep 2016	30 Sep 2017	30 Sep 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	195,880	79,275	369,319	242,587
2	Profit/(loss) before tax	32,294	6,485	67,088	17,124
3	Profit/(loss) for the period	21,042	3,845	43,781	7,657
4	Profit/(loss) attributable to ordinary equity holders of the parent	19,675	3,832	40,915	7,069
5	Basic earnings/(loss) per share (Subunit)	1.49	0.30	3.11	0.56
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 ($$)	1.3700		1.3500

icy97

售资产．推新产业．东家盈利料获支撑

（吉隆坡15日讯）东家（E&O，3417，主板产业组）最新业绩表现普遍与市场预测一致，分析员认为，脱售非核心资产及推介新产业计划，将可支撑未来盈利成长。

MIDF研究指出，东家2018财政年首半年核心净收入2890万令吉，占该行及市场全年预测38%及39%，惟仍符合预测，因下半年盈利将受到脱售斯里丹绒槟城2A（STP2A）土地予退休基金局确认盈利支撑。

明后年财测不变

该行指出，截至2018财政年第二季，东家未入账销售降至6亿2210万令吉（截至第一季为7亿3900万令吉），使其产业领域拥有1年的盈利透明度。该行维持其2018/2019年财测不变。

MIDF研究表示，东家第二季新产业销售额为6590万令吉，首半年新销售则为1亿4970万令吉，与前期1亿5200万令吉扯平，槟城业务占62%、英国占23%、巴生河流域占12%、其余则来自柔佛业务。

艾芬黄氏研究认为，东家财务状况改善，2018财政年第二季净负债比下跌至0.58倍（较2017年第四季为0.70倍），因营运现金流入及发售股票6300万股给退休基金局进账1亿1600万令吉。

艾芬黄氏对东家财测保持不变。惟2018财政年盈利拥有扬升空间，特别是脱售土地予退休基金局、及吉隆坡售地（2000万至3000万令吉）获得确认。

大众研究指出，东家计划在现财政年推介新产业计划，包括Elmina（首期发展总值4亿令吉）、惹兰康利（约9亿令吉）及Avira（约9000万令吉）。

大众研究指出，目前公司专注出清现有总值5亿令吉成本的库存，大部份未售产业单位为斯里丹绒槟城1-Andaman高档公寓。公司短期价值重估潜在因素，为进一步脱售资产及斯里丹绒槟城2的土地注入行动。

联昌研究表示，该行将东家2018年至2020年净利预测削减2至23%，以反映其较低产业销售及较高的利息成本（填土计划增加贷款）。目前产业销售前景欠佳，该公司潜在脱售非核心资产——如Lone-Pine酒店将有助推动其未来盈利表现。



文章来源：
星洲日报‧财经‧报道：李文龙‧2017.11.15

icy97

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	EASTERN & ORIENTAL BERHAD ("E&O" OR "COMPANY")PROPOSED ACQUISITION OF 4.40% EQUITY INTEREST IN BRIDGECREST RESOURCES SDN BHD ("BRSB") BY KAMUNTING MANAGEMENT SERVICES SDN BHD ("KAMUNTING"), BOTH OF WHICH ARE INDIRECT SUBSIDIARIES OF E&O, FROM NORTH ZEST SDN BHD ("NZSB") FOR AN ACQUISITION PRICE OF RM33,000,000 ("PROPOSED SHARE ACQUISITION")
The Board of Directors of E&O wishes to announce that on 27 November 2017, E&O’s wholly owned indirect subsidiary, Kamunting, entered into a share sale agreement (“SSA”) with NZSB to acquire 4,400 ordinary shares in Kamunting’s subsidiary, BRSB (“Acquisition Shares”), representing the remaining 4.40% of the issued ordinary share capital of BRSB not already owned by Kamunting, for an acquisition price of RM33,000,000 (“Acquisition Price”). The details of the announcement are contained in the attached file.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5617689

Attachments Announcement.pdf

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东家第三季净利跌29%

（吉隆坡13日讯）融资成本升高及联营贡献降低，东家（E&O，3417，主板产业组）截至2017年12月31日为第三季净利下跌29.27%，至2197万7000令吉，较前期净利为3107万4000令吉；惟首9个月净利则激增64.88%至6289万2000令吉，前期净利为3814万3000令吉。

东家第三季的营业额为3亿3189万6000令吉，前期为2亿4331万6000令吉，增长36.40%。

首9个月的营业额为7亿零121万5000令吉，前期为4亿8590万3000令吉，增长44.31%。

东家文告指出，该公司首9个月营业额激增44.31%，净利增长64.88%，主要是旗下产业业务增加2亿2213万7000令吉，包括持续进行中的产业发展及填土工程计划。

文告指出，本地产业市场继续疲弱。惟该公司对旗下槟城产业计划的良好销售感到鼓舞，客户多是本地人，显示市场对正确地点及价格的高档产业仍有显著兴趣。

它指出，在接下来第四季及下个财政年，公司继续专注以更创新定价配套销售产业库存。公司旗下槟城的斯里丹绒槟城第二A期（STP2A）的填土发展进展良好，料将继续对公司盈利作出正面贡献。

最近，土地局已发出253英亩填土地契。

文章来源：
星洲日报‧财经‧2018.02.14

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2017	31 Dec 2016	31 Dec 2017	31 Dec 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	331,896	243,316	701,215	485,903
2	Profit/(loss) before tax	67,339	49,287	134,427	66,411
3	Profit/(loss) for the period	33,632	32,948	77,413	40,605
4	Profit/(loss) attributable to ordinary equity holders of the parent	21,977	31,074	62,892	38,143
5	Basic earnings/(loss) per share (Subunit)	1.68	2.47	4.81	3.04
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 ($$)	1.4000		1.3500

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东家
首三季业绩逊预期

2018年2月15日

分析 :大众投行研究
目标价:2令吉

最新进展:

融资成本走高加上联营收入走跌，东家（E&O，3417，主板产业股）截至12月30日财年第三季，净利按年下跌29.28%，报2197万7000令吉或每股1.68仙。

但当季营业额受房地产业务激励，按年涨36.41%，报3亿3189万6000令吉；去年同季报2亿4331万6000令吉。

累计首九个月，东家营业额上扬44.31%，达7亿121万5000令吉，净利按年劲扬64.88%，写6289万2000令吉，或每股4.81仙。

行家建议:

东家首三季表现比我们想象中好，但不如市场预期。

排除脱售土地所得和减值亏损后，东家首3季实际上只录得6969万令吉净利，达我们预测的96%，但只达市场全年预测63%。

净利比预期高，是因为我们之前没有纳入考量脱售STP 2A地段的收入。

纳入脱售地皮的营收后，我们调整本财年至2020财年的净利预测；今明两年净利预估分别上调60.2%和73.3%，而2020财年则只上修3.4%。

相信若东家脱售更多资产，或有新财源注入STP2地段，这些都是近期股价的催化剂。



【e南洋】

icy97

东家业绩怎么看？

MR YAO问：

请分析东家（E&O,3417,主板产业组）最新 业绩，分析员怎么看？

答：尽管售地收入入账，提振东家首三季净利成长65%，惟核心盈利受拨备走高侵蚀，分析员大幅调低该公司2018财年获利预测，但看好2019财年盈利会因为售地入账利好而大幅走扬。

艾芬黄氏研究指出，该公司首三季获利显著改善，主要是出售丹绒槟榔2A阶段（STP2A）予退休基金局（KWAP），取得1亿8840万令吉获利以及其他产业项目阶段入账有关。

全年财测的38%

尽管东家9个月因产业税前盈利成长77%，带动税前盈利扬升102.4%至1亿3440万令吉，但受到较高融资成本（增13.9%）及联号贡献下挫94%影响，使得该公司税后净利只取得65%成长至6290万令吉，符合市场预期但比该行预期低，只占该行全年财测的38%。

其核心净利更因为SQ Mall高达3000万令吉拨备导致，仅录得37%按年成长。

由于最新一季获利低于预期，艾芬黄氏将东家2018财年每股盈利大砍35.3%至7.8仙，但预测余下STP2A售地获利将在2019财年认列，上调下一个财年每股盈利40.8%至14仙。

艾芬黄氏认为，考虑了STP2A售地收入延后入账，决定将该公司之前3令吉零4仙目标价，调低至2令吉90仙，惟评级维持“买进”不变。

文章来源：
星洲日报‧投资致富‧投资问诊‧文：李文龙‧2018.03.06

icy97

Name	DATO' SERI THAM KA HON
Nationality/Country of incorporation	Malaysia
Descriptions (Class)	Ordinary stock units ("Stock Units")

Details of changes

No	Date of change	No of securities	Type of Transaction	Nature of Interest
1	13 Apr 2018	27,500,000	Others	Direct Interest
	Name of registered holder	Dato' Seri Tham Ka Hon
	Address of registered holder	Unit No 1-1 No 56 Jalan Taman Pantai, Taman Bukit Pantai, 59100 Kuala Lumpur
	Description of "Others" Type of Transaction	Call Option

Circumstances by reason of which change has occurred	Acceptance of call option to purchase up to 27,500,000 Stock Units pursuant to a Call Option Agreement ("COA") dated 13 April 2018 entered between Dato' Seri Tham Ka Hon and the grantor, Kerjaya Hotel Sdn Bhd. The COA provides for an option period of 3 years and the call option may be exercised one (1) or more times in respect of all or part of the said Stock Units.
Nature of interest	Direct Interest
Direct (units)	47,404,500
Direct (%)	3.65
Indirect/deemed interest (units)	217,169,666
Indirect/deemed interest (%)	16.73
Total no of securities after change	264,574,166
Date of notice	13 Apr 2018
Date notice received by Listed Issuer	13 Apr 2018

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Mar 2018	31 Mar 2017	31 Mar 2018	31 Mar 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	280,050	218,861	981,265	704,764
2	Profit/(loss) before tax	62,845	58,885	197,272	125,296
3	Profit/(loss) for the period	38,848	50,311	116,261	90,916
4	Profit/(loss) attributable to ordinary equity holders of the parent	37,898	48,461	100,790	86,604
5	Basic earnings/(loss) per share (Subunit)	2.91	3.85	7.71	6.89
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 ($$)	1.4200		1.3500

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EASTERN & ORIENTAL BERHAD

EX-date	06 Sep 2018
Entitlement date	12 Sep 2018
Entitlement time	05:00 PM
Entitlement subject	First and Final Dividend
Entitlement description	First and final dividend of one (1) treasury stock unit for every fifty (50) existing ordinary stock units held in the Company. Fractions of treasury stock units shall be disregarded.
Period of interest payment	to
Financial Year End	31 Mar 2018
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200Kuala LumpurTel:0327839299Fax:0327839222
Payment date	28 Sep 2018
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	12 Sep 2018
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	Ratio
Ratio	1 : 50

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SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2018	30 Jun 2017	30 Jun 2018	30 Jun 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	199,995	173,439	199,995	173,439
2	Profit/(loss) before tax	29,545	34,794	29,545	34,794
3	Profit/(loss) for the period	15,457	22,739	15,457	22,739
4	Profit/(loss) attributable to ordinary equity holders of the parent	14,120	21,240	14,120	21,240
5	Basic earnings/(loss) per share (Subunit)	1.09	1.66	1.09	1.66
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 ($$)	1.4300		1.4200

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东家次季赚1883万
http://www.enanyang.my/news/20181111/东家次季赚1883万/

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2018	30 Sep 2017	30 Sep 2018	30 Sep 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	179,388	195,880	379,383	369,319
2	Profit/(loss) before tax	32,207	32,294	61,752	67,088
3	Profit/(loss) for the period	20,188	21,042	35,645	43,781
4	Profit/(loss) attributable to ordinary equity holders of the parent	18,826	19,675	32,946	40,915
5	Basic earnings/(loss) per share (Subunit)	1.44	1.49	2.53	3.11
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 ($$)	1.4200		1.4200

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东家会否受新政策冲击？
http://www.sinchew.com.my/node/1813941/

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东家-槟发展项目撑估值
http://www.enanyang.my/news/20181112/东家-br-槟发展项目撑估值/

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Notice of Person Ceasing (Section 139 of CA 2016)

EASTERN & ORIENTAL BERHAD

Particulars of Substantial Securities Holder

Name	LEMBAGA TABUNG HAJI
Address	201, Jalan Tun Razak Kuala Lumpur 50400 Wilayah Persekutuan Malaysia.
Company No.	ACT 535 (Tabung Haji Act,1995)
Nationality/Country of incorporation	Malaysia
Descriptions (Class)	Ordinary stock units
Date of cessation	28 Dec 2018
Name & address of registered holder	Lembaga Tabung Haji201, Jalan Tun Razak50400 Kuala Lumpur

No of securities disposed	94,248,000
Circumstances by reason of which a person ceases to be a substantial shareholder	Transfer of shares to URUSHARTA JAMAAH SDN. BHD. as a result of the restructuring exercise - 94,248,000 units.
Nature of interest	Direct Interest
Date of notice	28 Dec 2018
Date notice received by Listed Issuer	28 Dec 2018