【HOMERIZ 5160 交流专区】家丽资机构

哭哭鸟

Homeriz
Alert! HOmeriz may pullback
S1:1.24
S2:1.14

Disclaimed :This is not a buy or sell call but just for ''Reference Only ''.Gila Saham is not responsible for any lost or misinformation and trade at your own risk.Any decision is your own responsible .Please set your own stop and take profit level .

Gila Saham

icy97

家麗資機構 斥1217萬購Embrace工業

財經1 Jun 2015 22:10
（吉隆坡1日訊）家麗資機構（HOMERIZ，5160，主要板消費）斥資1216萬7400令吉，收購Embrace工業私人有限公司（EISB）35%股權。

家麗資機構向馬證交所報備，將以1216萬7400令吉，收購Embrace工業剩余的7萬股，相等于35%股權。

Embrace工業主要涉及設計、製造，以及銷售餐椅的金屬框架，以及家具配件。

一旦完成上述股權收購，Embrace工業將成為家麗資機構的獨資子公司。

根據報備文件，是項收購可讓該公司取得Embrace工業的全數營業額和盈利，正面貢獻公司未來的財務表現。【中国报财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	Homeritz Corporation Berhad ("Homeritz" or "the Company")Acquisition of the remaining 70,000 ordinary shares of RM1-00 each representing 35% of the  equity interest in Embrace Industries Sdn. Bhd.
The Board of Directors of Homeritz wishes to announce that the Company had on 01 June 2015 acquired the remaining 70,000 ordinary shares of RM1-00 each, representing a total of 35% of the equity interest in Embrace Industries Sdn. Bhd. ("EISB") at a total consideration of RM12,167,400-00 only ("Acquisition"). Upon completion of the Acquisition, EISB shall become the wholly-owned subsidiary of the Company. Please refer to the attachment for further details of the Acquisition. This announcement is dated 01 June 2015.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4761033

Attachments Announcement 01.06.15.pdf

哭哭鸟

Homeritz Corporation - Attractive acquisition
Publish date: Tue, 2 Jun 2015, 10:00 AM

News
Homeritz had on 1 June 2015 acqui red the remaining 35% of Embrace Industries Sdn Bhd. (“E ISB”) for RM12.17m cash. This will make EISB a wholly-owned subsidiary.
The principal activity of EISB is to design, manufacture and the sale of metal frames for dining chairs as well as metal based upholstered furniture and furniture parts.
The Acquisition will allow Homeritz to consolidate all revenue and profit of EISB which in turn, contribute positively to the earnings of the Group as a whole in future.

Highlights
We are positive on the acquisition as the purchase consideration translates to price of 3x P/E vis-à-vis the group’s pre-acquisition P/E of 11x. It would result in 17% increase in Profit After Tax and 21% CAGR growth in the group’s PATAMI from FY14 to FYE16 (vs. 14% before acquisition).

The group’s FY15 net cash will reduce to RM52m from RM65m. Balance sheet remained healthy as post acquisition cash is equivalent to 18.6% of market price.
Forecasts

FY15-16 forecasts raised by 3%-18.5% to reflect positive impact of the acquisition. FY15 upward adjustment minimal given that it will only impact earnings by 2 months.

Rating
Maintain BUY, TP: RM1.82 (+33% upside)
Posi tives: 1) the group could benefit from strong USD; (2) its revenue and PATAMI are expected to grow at CAGR of 8% and 21% respectively from FY14 to FYE16; (3) forecasted FY15 net cash per share of 25.5 sen; and (4) still attractive FY15E DY of 3.7%, based on 40% payout ratio.

Negatives
USD weakness; high raw material prices; high labour costs; unexpected economic downturn; and production or operational risks.

Valuation
Post earnings upgrade, we raise our TP from RM1.54 to RM1.82 based on unchanged 10x CY16 P/E (as the acquisition would increase CY16F adjusted FD EPS to 18.25 sen vs. 15.37 sen).

Homeritz had proposed a bonus issue (1 for 2 basis) and free warrants (1 for 4 basis). The bonus shares will not be entitled for the free warrants. The proposals announced are expected to be completed by 3QFY15.

Post-bonus issue, our TP would be adjusted from RM1.82 to RM1.21 while share price will adjust from RM1.37 to RM0.91.

Source: Hong Leong Investment Bank Research - 2 Jun 2015


收購Embrace受看好‧家麗資一度漲5.8%
2015-06-03 11:11      
http://biz.sinchew.com.my/node/116640?tid=18

（吉隆坡2日訊）家麗資機構（HOMERIZ，5160，主板消費品組）收購Embrace工業有限公司（EISB）消息推動股價一度走高8仙或5.83%，分析員看好這項收購有助增加該公司淨利。

該公司昨日宣佈以1千217萬令吉現金收購家具零件製造商EISB的35%剩餘股權，整合後料可在未來正面貢獻盈利。

受此激勵，該股早盤一度上漲5.83%或8仙至1令吉45仙，終場報1令吉42仙，揚5仙，目前市值為2億7千400萬令吉。

EISB主要業務是設計、製造和銷售餐椅金屬支架以及金屬家具配件。

豐隆研究看好這項收購，購價本益比為3倍，比較該公司收購前本益比為11倍。

同時，收購將增加2014至2016財政年淨利及複合年增長率17%及21%，比較收購前為14%。

為反映收購的正面影響，豐隆調高家麗資2015至2016財政年財測3%至18.5%，2015財政年僅微幅上調，因它只貢獻兩個月盈利。

收購導致2015財政年淨現金從6千500萬令吉，降至5千200萬令吉，但資產負債表在收購後依然穩健，現金依然佔市價的18.6%。

豐隆維持家麗資“買進”評級，目標價從1令吉54仙調高至1令吉82仙。

另外，該公司也建議2送1紅股及4送1憑單計劃，預計今年第三季完成。

豐隆指出，完成後，該公司股價從1令吉31仙沖稀至91仙，目標價因此從1令吉82仙下調至1令吉21仙。（星洲日報／財經‧報導：郭曉芳）

哭哭鸟

多空一线：家丽资试叩RM1.55
股市 多空一线  2015-06-03 07:44
http://www.nanyang.com/node/704756?tid=704

家丽资机构（HOMERTZ，5160，主板消费产品股）于6月2日闭市时反弹，闭市时收报1.42令吉，按日涨5仙或3.65%。

该股日线图表走势，于6月2日的交投趋势，上破一道短线顶头阻力线（B1:B2）上报收。

家丽资机构的日线平滑异同移动均线指标（MACD），于6月2日的交投走势，已处于一段反转趋势。

该股处于“0”支撑线上波动，后市交投走势，料会出现一段回试下限支持线的支撑。

家丽资机构的日线图表走势于回试后，或会显现一段反弹走势，或会上挑1.43至1.55令吉的阻力位。



免责声明
本文纯属技术面分析，仅供参考，并非推荐购买。投资前请咨询专业金融师。

•敏源 技术分析教父

icy97

Type	Reply to Query
Reply to Bursa Malaysia's Query Letter - Reference ID	IQL-02062015-00003
Subject	Acquisition of the remaining 70,000 ordinary shares of RM1-00 each representing 35% of the equity interest in Embrace Industries Sdn. Bhd. (EISB) (Proposed Acquisition)
Description	Homeritz Corporation BerhadAcquisition of the remaining 70,000 ordinary shares of RM1-00 each representing 35% of the entire equity interest in Embrace Industries Sdn. Bhd.
Query Letter Contents	We refer to your Company’s announcement dated 1 June 2015, in respect of the aforesaid matter. In this connection, kindly furnish Bursa Securities with the following additional information for public release:- 1)      The salient terms of the agreement for the Proposed Acquisition and the date of such agreement was agreed upon. To also make the aforesaid agreement available for inspection. 2)      Detailed basis to arrive at the purchase consideration of RM12,167,400 taking into account the following:- (a)   The net tangible assets of EISB as at 31 August 2014; and (b)   The price/earnings ratio (“PER”) of EISB as compared to PER of Homeritz Corporation Berhad (“Homeriz”) and other companies involved in furniture business listed in Bursa Malaysia Securities Berhad. 3)      Quantification of the revenue and profit contribution (in percentage) from EISB based on the latest audited financial statements. 4)      Based on the revenue and profit contribution above, please justify further on the rationale to acquire the remaining 35% equity interests in EISB which is already a subsidiary of Homeriz. 5)      Whether there is any non-competition clause imposed on the vendors after completion of the Proposed Acquisition. If yes, to incorporate the terms thereof. If no, to justify the reasons for not having the clause. 6)      The outlook of furniture industry in Malaysia and other principle markets for EISB’s products, and the prospects of EISB in light of the industry outlook.
For consistency purposes, the abbreviations and definations used throughout this announcement are the same as those previously defined in the announcement dated 01 June 2015 unless otherwise stated. Our announcement dated 01 June 2015 and the query letter from Bursa Malaysia Securities Berhad dated 02 June 2015 in relation to the Acquisition were referred. We append herewith the following additional information as set out in the attachment below for public release. This announcement is dated 03 June 2015.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4763853

Attachments Homeritz Reply.pdf

icy97

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) BONUS ISSUES
Description	HOMERITZ CORPORATION BERHAD ("HCB" OR "COMPANY")(I) PROPOSED BONUS ISSUE; AND(II) PROPOSED FREE WARRANTS ISSUE.(COLLECTIVELY REFERRED TO AS THE "PROPOSALS")
For consistency purposes, the abbreviations and definitions used throughout this announcement are the same as those previously defined in the Company’s announcement in relation to the Proposals dated 5 May 2015. On behalf of the Board, KAF wishes to announce that the Board had on 22 June 2015 resolved to fix the exercise price of the Warrants to be issued pursuant to the Proposed Free Warrants Issue at RM0.92 (“Exercise Price”) each. The Exercise Price represents the TEBP of HCB Shares of approximately RM0.92, calculated based on the five (5)-day VWAMP of the HCB Shares up to and including 19 June 2015 (being the market day immediately preceding the price-fixing date) of RM1.38. The Warrants will be issued at no cost to the entitled shareholders of the Company.   The Exercise Price was determined by the Board after taking into consideration, amongst others, the following:-   (i) the current par value of HCB Shares;   (ii) the TEBP of HCB Shares based on the five (5)-day VWAMP of HCB Shares on the market day immediately preceding the price-fixing date;   (iii) the historical volatility and share price movement of the HCB Shares; and   (iv) the earnings potential of the HCB Group.   In addition, HCB had on even date executed the Deed Poll constituting the Warrants to be issued pursuant to the Proposed Free Warrants Issue. This announcement is dated 22 June 2015.

icy97

[tr][/tr]

EX-date	03 Jul 2015
Entitlement date	07 Jul 2015
Entitlement time	05:00 PM
Entitlement subject	Bonus Issue
Entitlement description	Bonus issue of 100,000,000 new ordinary shares of RM0.20 each in Homeritz Corporation Berhad ("HCB") ("Bonus Shares") to be credited as fully paid-up on the basis of one (1) Bonus Share for every two (2) existing ordinary shares of RM0.20 each held in HCB at 5.00 p.m. on 7 July 2015
Period of interest payment	to
Financial Year End	31 Aug 2015
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 BHD (formerly known as Equiniti Services Sdn Bhd)Level 17, The Gardens North TowerMid Valley City, Lingkaran Syed Putra59200 Kuala LumpurTel: 03 22643883Fax: 03 22821886
Payment date
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	07 Jul 2015
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)	100,000,000
Entitlement indicator	Ratio
Ratio	1 : 2

icy97

[tr][/tr]

EX-date	03 Jul 2015
Entitlement date	07 Jul 2015
Entitlement time	05:00 PM
Entitlement subject	Others
Entitlement description	Issuance of 50,000,000 free warrants in Homeritz Corporation Berhad ("HCB") ("Warrants") on the basis of one (1) Warrant for every four (4) existing ordinary shares of RM0.20 each in HCB held at 5.00 p.m. on 7 July 2015
Period of interest payment	to
Financial Year End	31 Aug 2015
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 BHD (formerly known as Equiniti Services Sdn Bhd)Level 17, The Gardens North TowerMid Valley City, Lingkaran Syed Putra59200 Kuala LumpurTel: 03 22643883Fax: 03 22821886
Payment date
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	07 Jul 2015
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)	50,000,000
Entitlement indicator	Ratio
Ratio	1 : 4

哭哭鸟

家麗資4送1憑單 行使價定92仙
財經22 Jun 2015 23:00
http://www.chinapress.com.my/node/632149

（吉隆坡22日訊）針對4送1憑單，家麗資機構（HOMERIZ，5160，主要板消費）為每單位憑單行使價定價92仙。

家麗資機構向馬證交所報備，上述憑單行使價，是取決于公司目前的面值、過去5天成交量加權平均市价（VWAMP），以及盈利潛能。

該公司早前的建議，即每2股送1股紅股，派發1億股紅股，以及每4股現有股送1憑單，派發5000萬單位憑單。

叫狼

请问一下，如果今天closing是1.50，
那明天是不是会调整成1.0(2送1) ?

如果明天全卖掉，那还会不会得到bonus share跟wa？

icy97

家丽资767万买地建厂

财经新闻 财经  2015-07-10 11:03
（吉隆坡9日讯）家丽资机构（HOMERIZ，5160，主板消费产品股）子公司Embrace工业，以767万5408令吉，买下4.0746公顷的农地，计划兴建厂房。

根据文告，该地位于柔佛巫金（Mukim）的峇吉里路，距离麻坡约13公里，靠近公司目前的基建和制造厂房，便于行政管理、更有效地控制成本和产品品质。

内部融资

而这也能加速产品面市，达到更有效率及更大的经济规模。

家丽资机构表示，购买地皮是为了扩大生产业务，这也是进行中的拓展计划之一。

此购地交易将通过内部融资完成，而发展厂房的资金，除了内部融资，或向银行借贷完成，但也不会显著提升公司的净负债率。

如无意外，购地活动料在2016财年首季完成。【南洋网财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	Homeritz Corporation Berhad ("Homeritz" or "the Company")Acquisition of land by a wholly-owned subsidiary of the Company, Embrace Industries Sdn. Bhd.
The Board of Directors of Homeritz wishes to announce that Embrace Industries Sdn. Bhd., a wholly-owned subsidiary of Homeritz had on 08 July 2015 entered into a sale and purchase agreement with Wong Ba @ Wong Kim Koon for the acquisition of all that piece of agricultural land measuring approximately 4.0746 hectares situated in Mukim Jalan Bakri, District of Muar, State of Johor ("Acquisition"). Please refer to the attachment for further details of the Acquisition. This announcement is dated 08 July 2015.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4797981

Attachments Bursa Announcement -Land Acquisition.pdf

icy97

買進券商心頭好．家麗資機構 股價具32%揚升空間

財經企業9 Jul 2015 20:52

券商 ：豐隆投銀研究
合理價：1.21令吉

家麗資機構（HOMERIZ，5160，主要板消費）通過Embrace工業私人有限公司以767萬令吉購地，與現有工廠毗鄰有利于未來擴展產能，且購地后資產負債表仍維持穩健表現。

對于以767萬令吉價格收購4公頃土地可謂合理，該公司將全額從內部融資，料在截至8月底2016財年首季完成收購活動。

我們相信收購農業地為一項利好交易，因該土地面向大馬路，且靠近現有5家工廠，共有5萬4507平方呎可建築面積。

雖然家麗資機構2015財年淨現金將從5200萬令吉降低至4400萬令吉，可資產負債表仍維持正面表現，持有現金數額占市價的15.9%。

該公司料從美元走強受惠，營業額和稅后歸屬股東淨利（PATAMI）預計具8%和21%年複成長率（CAGR）。

我們估計家麗資機構2015財年每股現金為14.7仙，以40%派息率計算，股息收益料處于具吸引力的3.8%水平。

同時，我們維持家麗資機構“買進”投資評級，基于該公司具高盈利可見度，因此相較1.21令吉目標價還有32%上升空間。【中国报财经】

icy97

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	Homeritz Corporation Berhad ("Homeritz" or "the Company")Acquisition of land by a wholly-owned subsidiary of the Company, Embrace Industries Sdn. Bhd.
All abbreviations used in this announcement shall have the same meaning in the announcement dated 08 July 2015. Our announcement dated 08 July 2015 in relation to the Acquisition was referred. We append herewith the additional information as set out in the attachment below for public release. This announcement is dated 10 July 2015.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4800701

Attachments Additional Information on land acquisition.pdf

hong5505

请问这只股一年总股息是多少, 我对这只股很有兴趣, 而且现在这个价格是最好的买进时机

hong5505

hong5505 发表于 13-7-2015 10:36 PM
请问这只股一年总股息是多少, 我对这只股很有兴趣, 而且现在这个价格是最好的买进时机

谢谢大大, 小弟是新人, 请多多指教

hong5505

icy97 ，
小弟看了有点先请教， 他有分 first interim， second interim， 和 final dividen ，
是不是就是分三次给的意识？ 还有加起来就是 0.033仙一年（2014） ，对吗？

hong5505

hong5505 发表于 14-7-2015 11:35 AM
icy97 ，
小弟看了有点先请教， 他有分 first interim， second interim， 和 final dividen ，
是不是 ...

但以2014年来看，总股息是不是0.33仙？

仙家大炮王

hong5505 发表于 14-7-2015 05:53 PM
但以2014年来看，总股息是不是0.33仙？

HOMERIZ Dividend History-

Date	Financial Year	Ex-Date	Entitlement Date	Payment Date	Entitlement Type	Dividend (Cent)	Dividend (%)
29/12/2014	31/08/2014	28/01/2015	30/01/2015	16/02/2015	Final Dividend	3.100	0.00
24/07/2014	31/08/2014	28/08/2014	02/09/2014	12/09/2014	Second interim Dividend	1.000	0.00
28/04/2014	31/08/2014	26/05/2014	28/05/2014	13/06/2014	First Interim Dividend	1.000	0.00
21/01/2014	31/08/2013	19/02/2014	21/02/2014	17/03/2014	Final Dividend	2.750	0.00
29/07/2013	31/08/2013	28/08/2013	30/08/2013	27/09/2013	First Interim Dividend	1.000	0.00
30/01/2013	31/08/2012	22/02/2013	26/02/2013	22/03/2013	Final Dividend	2.250	0.00
27/07/2012	31/08/2012	23/08/2012	27/08/2012	21/09/2012	First Interim Dividend	0.750	0.00
31/01/2012	31/08/2011	24/02/2012	28/02/2012	22/03/2012	Final Dividend	0.000	8.25
25/07/2011	31/08/2011	23/08/2011	25/08/2011	23/09/2011	First Interim Dividend	0.600	0.00
16/02/2011	31/08/2010	22/02/2011	24/02/2011	18/03/2011	Final Dividend	0.000	10.50
29/04/2010	31/08/2010	12/05/2010	14/05/2010	08/06/2010	Second interim Dividend	1.800	0.00
17/02/2010	31/08/2010	04/03/2010	08/03/2010	18/03/2010	First Interim Dividend	1.200	0.00

icy97

Instrument Category	Securities of PLC
Instrument Type	Warrants
Description	Issuance of 50,000,000 free warrants in Homeritz Corporation Berhad ("HCB") ("Warrants") on the basis of one (1) Warrant for every four (4) existing ordinary shares of RM0.20 each in HCB held at 5.00 p.m. on 7 July 2015 ("Free Warrants Issue")

Listing Date	15 Jul 2015
Issue Date	10 Jul 2015
Issue/ Ask Price	Not Applicable
Issue Size Indicator	Unit
Issue Size in Unit	50,000,000
Maturity	Mandatory
Maturity Date	09 Jul 2020
Revised Maturity Date
Name of Guarantor	Not Applicable
Name of Trustee	Not Applicable
Coupon/Profit/Interest/Payment Rate	Not Applicable
Coupon/Profit/Interest/Payment Frequency	Not Applicable
Redemption	Not Applicable
Exercise/Conversion Period	5.00   Year(s)
Revised Exercise/Conversion Period	Not Applicable
Exercise/Strike/Conversion Price	Malaysian Ringgit (MYR)   0.9200
Revised Exercise/Strike/Conversion Price	Not Applicable
Exercise/Conversion Ratio	1:1
Revised Exercise/Conversion Ratio	Not Applicable
Mode of satisfaction of Exercise/ Conversion price	Cash
Settlement Type/ Convertible into	Physical (Shares)

Remarks :

Each Warrant carries the entitlement to subscribe for one (1) new HCB share at the exercise price of RM0.92 and at any time during the exercise period, subject to the adjustments in accordance with the provisions of the deed poll dated 22 June 2015 constituting the Warrants. Any Warrants not exercised during the exercise period will thereafter lapse and cease to be valid for any purpose.This announcement is dated 14 July 2015.

---

Announcement Info

Company Name	HOMERITZ CORPORATION BERHAD
Stock Name	HOMERIZ-WA
Date Announced	14 Jul 2015
Category	Listing Information and Profile
Reference Number	LIP-14072015-00004

哭哭鸟

7月潜能股（业绩点评）
Thursday, July 30, 2015
http://stockguerrillas.blogspot.com/2015/07/7.html

HOMERIZ（利好）- 老实说，我对HOMERIZ业绩有少许失望，原因是我预计这个季报业绩盈利应该要出现一个新高。所有我给予HOMERIZ这个季报盈利的点评为“稳健”，并非“卓越”。稳定的销售增长与受惠于美元强势是公司表现稳健的主要因素。前景方面，产品原材料价格的提升是该公司目前担忧的因素。无论如何，公司对于整体前景依然乐观。操作方面，股价自7月以来一样出现一波近30%的拉升，建议短线套利。中期欲继续持有者可将支撑设于RM 1.00位置。